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About the Role
Mercer Advisors is seeking a summer intern to collaborate with colleagues, ensuring the highest level of service and a positive client experience. This 10-week internship offers professional development, mentorship, real-world application of coursework, and opportunities for growth within the financial services industry.
Responsibilities
- Assist with client service requests and special projects, prioritizing client satisfaction.
- Utilize the Contact Relationship Management system to track client information and data.
- Support the team with administrative tasks as needed.
- Act as an onsite dedicated service associate on a wide range of client issues.
- Research and resolve client concerns in cooperation with local and centralized teams.
- Adhere to all compliance/risk procedures and follow corporate and industry protocols.
- Ensure all paperwork, policy, and procedures for client requests satisfy company-wide requirements.
- Contribute to a positive and empowering environment across teams.
Requirements
- Must be enrolled in a Bachelor's (rising Junior or Senior) or Master's program.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Ability to work independently and as part of a team.
- High level of integrity and professionalism.
- Interest and passion for developing financial services industry knowledge.
- Comfortable with a client-facing role and speaking on the phone.
- Background and/or interest in client service, financial planning, and/or sales.
Skills
- Analytical skills
- Problem-solving skills
- Communication skills
- Interpersonal skills
- Microsoft Office Suite (Excel, Word, PowerPoint)
- Client service
- Financial planning
- Sales
Location
- U.S.
Work Type
- Full-time
- In-office
- Internship
Experience Level
- Intern
Education Level
- Bachelor's program (rising Junior or Senior)
- Master's program
Salary/Compensations
- $17—$20 USD
Benefits
- 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 Cigna medical plans offerings
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account
- 14 Company Paid Holidays
- Generous paid time off program
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services
- 401(k) Retirement Plan with match
- Pet Insurance
- Personalized financial planning and guidance at preferred employee pricing
About the Company
- For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more.
- We deliver comprehensive care for households.
- We serve over 42,800+ families across 110+ cities across the U.S.
- Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years.
- Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.
- More than half of our employees and client-facing professionals are women.
- We build our teams around exceptional talent — wherever they are.
Equal Opportunity
- Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
- Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.