Teams at Mercer Advisors

Supports client service requests, researches and resolves client concerns, maintains client information in a CRM, completes administrative tasks, and assists with special projects. The intern works with local and centralized teams, follows compliance and risk procedures, ensures documentation requirements are met, and contributes to a positive client experience. This is a 10-week, full-time, in-office internship focused on professional development, mentorship, and financial services experience.

The Associate Wealth Advisor supports Senior Wealth Advisors by managing client relationships, preparing financial plans, and coordinating with experts to achieve client financial goals.

Client-facing role ensuring consistent delivery of wealth management service standards. Manage service workflows, partner with advisors on segmentation and retention, track satisfaction metrics, support business development and onboarding, and resolve client issues to deepen relationships.