Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.
Job Summary:
This position is responsible for all aspects of investment account servicing and problem solving for high net worth clients and intermediaries. There is heavy client service and custodian interaction with a very high-volume of email and telephone communication. Individual must be able to work both independently with excellent time management skills as well as collaborate and effectively interact as a team member. This is a high-pressured, deadline-oriented position that requires a high level of diplomacy and integrity.
Essential Job Functions for the Account Operations Specialist will include:
- Submitting and following up on all client requested money movement ensuring accurate processing, troubleshooting and resolving any discrepancies
- Reviewing and delegating tasks to traders, account operations team, and portfolio accounting vendors
- Auditing accounts for unusual or unanticipated withdrawals alerting client services to account activity
- Facilitating new account funding by initiating ACAT and non ACAT transfers, troubleshooting and resolving any issues while working with both Mercer Advisors chosen custodians and outside contra firms
- Resolving deposit issues, collaborating with custodians and client services
- Partnering with the accounting department to process management fees; raising cash, reconciling and resolving any management fee rejects
- Working closely with the Compliance Department by implementing compliance standards
- Supporting client services by managing client documentation and mailings to Mercer Advisors chosen custodians
- Facilitate positive relationships with business partners as point of contact for custodians representing Mercer Advisors on a day-to-day basis and at industry conferences and workshops
- Performs other duties assigned as needed
Required Knowledge, Skills and Abilities:
- High school diploma required
- Bachelor's degree from an accredited institution strongly preferred (preferably Business, Economics, Accounting or Finance related)
- Prior experience in financial services preferred
- Excellent communications skills with a strong ability to prioritize, multi-task and troubleshoot
Work Schedule: Monday through Friday, 7:00 AM to 4:00 PM
Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station.
Benefits:
Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays with a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (6 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
- Pet Insurance
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.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
Mercer Advisors Denver, Colorado, USA Office
1200 17th St, Denver, CO, United States, 80202
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