Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more. Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care. And we do this as an independent, national fiduciary – which means we are committed to always working in the clients’ best interest.
When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base. We bring together the best talent wherever they live –with no formal headquarters, and many flexible working arrangements – so we can assemble the best team.
Job Summary:
As a Wealth Management intern, you will work collaboratively with fellow colleagues at Mercer Advisors to provide and ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with background and/or interest in client service, financial planning and/or sales. The success applicant will be comfortable with a client facing role and working on the phone. Your internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too!
Essential Job Functions:
- Utilization of the Contact Relationship Management system to track client information and data
- Acts as an onsite dedicated service associate on a wide range of client issues
- Researching and resolving client concerns in cooperation with Branch Partners and Central Hub
- Placing high priority on client satisfaction
- Adhere to all compliance/risk procedures and follows corporate and industry protocols
- Ensuring that all paperwork, policy and procedures for client requests have been adhered to satisfy company-wide requirements
- Assisting Branch Manager in performing daily key activities for the branch
- Contribute to a positive and empowering environment across Operations Teams
- Other duties as needed
Required Knowledge, Skills and Abilities:
- Must be enrolled in a Bachelors (as a rising Sophomore, Junior, or Senior) or Master’s program
- Excellent analytical, decision-making, problem-solving, teamwork, and time management skills while maintaining an attention for detail
- Interest and/or passion for development of financial services industry knowledge
Working Conditions:
Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.
Location:
This is a hybrid position and we will be hiring for multiple offices throughout the country. The application will have a section where you can select the office you prefer to work out of.
Duration:
The internship will be 10 weeks long. We are looking for an intern to start with us during the 2024 Summer term.
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.