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.

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.

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.