Client Service Associate (Entry-Level) | Remote

About the Role

Mercer Advisors is seeking a Client Service Associate to support families in simplifying and improving their financial lives. You’ll be part of a single, integrated team that helps clients with financial planning, investments, business management, tax, estate, insurance, and more—guided by a fiduciary standard.

Responsibilities

• Provide responsive, client-focused support to help ensure a smooth experience
• Assist with day-to-day service activities and coordinate with internal teams
• Help maintain accurate client information and support organized service workflows
• Contribute to a high-quality client experience through clear communication and follow-through

Requirements

• Strong communication skills and a service mindset
• Ability to manage priorities and stay organized in a fast-paced environment
• Comfort working with client information and maintaining confidentiality
• Basic understanding of financial services concepts is a plus

Benefits

• Opportunity to join a firm with decades of experience and national reach
• Supportive team environment focused on client care
• Remote work flexibility