Mercer Advisors
Client Service Coordinator (Atlanta, GA)
Atlanta
Sponsorship not specified$23k-$26kDetected 2 days ago
ComplianceSalesforceCRMExcelCustomer SupportCommunicationProblem SolvingMicrosoft Office
About the role
- As a Client Service Coordinator, you will have a direct impact on the client experience and are vital to the success of the organization.
- You will be a member of a dynamic team in a collaborative, client-focused environment utilizing your exceptional organizational, communication and problem-solving skills.
Responsibilities
- Responsible for day-to-day operations and administrative support for one or more Wealth Advisor including answering inbound calls and email requests, scheduling and gathering client data for ongoing service processes
Nice to have
- High School diploma with a Bachelor's degree highly preferred
- Prior experience working in an office environment with a customer service focus
- Financial services industry a plus
- Notary designation a plus
- Strong MS Word, Excel, and Outlook skills required
- prior use of CRM system (Salesforce) a plus
Skills
- Excellent verbal and written communications skills a must
- Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus
- Strong desire for continuous self-learning and professional growth
- Work Schedule: Monday through Friday, 8:00AM - 5:00PM.
Compensation
- Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.
- This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
- Base Pay Range
Benefits
- 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 including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Generous paid time off program for vacation and sick days
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- 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.
Company info
- We offer the following:
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This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.