Mercer Advisors
Mercer Advisors Benefits Overview
Compensation + Benefits
Offers 401(K)
Offers life insurance
Offers accidental death & dismemberment insurance
Offers disability insurance
Offers supplemental life insurance
Offers company equity
Offers employee discounts
Offers performance bonuses
Offers dental insurance
Offers vision insurance
Offers health insurance
Offers Health Savings Account (HSA)
Provides family medical leave
Offers generous parental leave
Work-Life Balance + Wellbeing
Offers company-sponsored outings
Offers an Employee Assistance Program (EAP)
Offers generous PTO
Provides paid sick days
Provides paid holidays
Provides bereavement leave
Career Growth + Development
Provides customized development tracks
Job training & conferences
Provides tuition assistance
Company Culture
Offers a remote work program
Provides a mobile phone discount
Recently posted jobs
Financial Services
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.
Financial Services
Manages client service delivery for a wealth management team, ensuring commitments, workflows, follow-ups, and client touchpoints are completed accurately. Partners with Wealth Advisors on service models, client segmentation, strategic planning, satisfaction metrics, retention, and business growth. Resolves client issues, coordinates with internal departments, supports prospect meetings and onboarding, and identifies opportunities to deepen relationships. Requires strong communication, organization, problem-solving, CRM proficiency, and the ability to collaborate and influence across teams.
Financial Services
Performs monthly billing audits, fee calculations, account reconciliation, billing instruction updates, and fee collection for investment management clients. Investigates failed or rejected transactions, resolves discrepancies, maintains collection records, reports on aged receivables, and recommends process improvements. The role collaborates with advisors, Client Service, Trading, and other stakeholders to ensure accurate and timely billing.
