Service Operations Associate - Regis

🏢 Summary: Operations Assistant I role supporting brokerage operations through administrative tasks, client account servicing, onboarding, account maintenance, and operational support in a financial services environment. The position focuses on maintaining data accuracy, processing transactions, supporting internal teams and clients, and developing foundational brokerage operations skills. 🗂️ Requirements: High School diploma, 1-2 years office experience, Financial services industry experience preferred, Customer service office environment experience, MS Word proficiency, Excel proficiency, Outlook proficiency, Ability to prioritize in fast-paced environment, Attention to detail, Strong verbal communication skills, Strong written communication skills 📃 Skills: Junxure, Laserfiche, Aspen, Word, Excel, Outlook, CRM 🏢 Description: Why Work at Mercer Advisors? 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, all managed by a single team. Job Summary: The primary focus of an Operations Assistant I is to provide administrative and operational support to the brokerage operations team in servicing client accounts and fulfilling operational requests. This role is responsible for executing routine tasks with accuracy and timeliness while learning brokerage processes, systems, and compliance requirements. As an Operations Assistant, you will contribute to the efficiency and effectiveness of MA Brokerage Solutions by supporting day-to-day operations and ensuring a high level of service for internal partners and clients. You will work in a collaborative, team-oriented environment and develop foundational skills necessary for progression within brokerage operations. Responsibilities: - Provide day-to-day operational and administrative support - Process routine transactions such as account updates and maintenance - Complete paperwork for client onboarding - Maintain data integrity across systems (Junxure, Laserfiche, Aspen) - Assist with onboarding and account setup - Support account transfers and lifecycle events - Respond to internal requests and escalate complex issues - Partner with team members to complete requests - Follow established workflows and procedures - Field inbound client calls - Provide front desk coverage - Assist with general administrative tasks - Participate in training and development - Other duties as needed Requirements: Education: - High School diploma with a bachelor's degree preferred Experience: - 1-2 years office experience desired - Financial services industry preferred - Prior experience working in an office environment with a customer service focus helpful Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - Excellent verbal and written communications skills - Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Junxure) a plus - Strong desire for continuous self-learning and professional growth Competencies: INTERPERSONAL EFFECTIVENESS - Teamwork & Collaboration - Work Environment - Balancing Priorities - Trustworthiness - Professional Presence - Communications LEADERSHIP - Vision & Values - Talent Development - Innovative & Change Management - Firm-building - Driving Results Work Schedule: Monday through Friday, 8:00AM – 5:00PM. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, assigned to a workstation, no heavy lifting over 10 lbs. Base Pay Range: $23—$24 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 - Cigna medical plans including High Deductible Health Plans and Traditional Co-Pay medical plan - 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 including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify.

🏢 Summary: Client Service Coordinator role supporting Wealth Advisors and high net worth clients through administrative, operational, and client service tasks in a fast-paced financial services environment. The position focuses on client communication, compliance support, data management, and office coordination while offering competitive benefits and professional growth opportunities. 🗂️ Requirements: High School diploma, Office environment experience, Customer service experience, Excellent verbal communication, Excellent written communication, MS Word proficiency, Excel proficiency, Outlook proficiency, Ability to prioritize in fast-paced environment, Attention to detail 📃 Skills: Word, Excel, Outlook, Salesforce, CRM 🏢 Description: Job Summary: The primary focus of a Client Service Coordinator is to provide excellent service and administrative support to the Wealth Management team in servicing and delivering on the needs of high net worth clients. 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 - Ensuring all paperwork and procedures for client requests are completed and adhere to compliance requirements - Coordinating with internal operation departments to ensure client requests are fulfilled - Managing client deposits - Maintaining data integrity across all systems and updating as necessary - General office administration duties - Other duties as needed Requirements: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Prior experience working in an office environment with a customer service focus - Financial services industry a plus Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintain client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - 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. Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs. 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: $23—$26 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 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 - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option - Pet Insurance - Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.

🏢 Summary: Operational support role in the financial services industry focused on processing client transactions, maintaining custodial and CRM records, and supporting service delivery operations. The position involves handling money movement requests, coordinating with custodians, and ensuring compliance and operational accuracy in a fast-paced environment. Offers career progression within the service operations team and a comprehensive benefits package. 🗂️ Requirements: High School diploma, Bachelor's degree preferred, 2–4 years of related experience, Financial services industry experience, Experience in office environment, Customer service experience, Strong MS Word skills, Strong Excel skills, Strong Outlook skills, CRM experience, Ability to prioritize in fast-paced environment, Attention to detail, Strong verbal communication skills, Strong written communication skills 📃 Skills: Word, Excel, Outlook, Salesforce, CRM, ACH, wires 🏢 Description: Job Summary: The Service Operations Associate I is a critical operational role within the Client Service department, responsible for executing the administrative and transactional functions that support the firm's service delivery. This centralized team works from a shared queue to ensure timely and accurate processing of client requests, including paperwork, money movement, account maintenance, and custodial interactions. This role is designed to complement the Relationship Manager (RM) function by handling the behind-the-scenes execution that enables a seamless client experience. While not client-facing, the Service Operations Associate I plays a vital role in maintaining operational excellence, regulatory compliance, and service consistency. This position offers a clear career path to Service Operations Associate II and III, with increasing levels of complexity, ownership, and leadership within the operations function. Essential Job Functions for this role include: Operational Execution - Process client paperwork, forms, and documentation with accuracy and efficiency. - Execute money movement requests, including wires, ACH transfers, and journal entries, in accordance with firm and custodial policies. - Monitor and manage service requests in a centralized queue, ensuring timely resolution and escalation when needed. - Maintain detailed records of all transactions and communications in the CRM and custodial platforms. Custodial & Platform Coordination - Serve as a liaison with custodians and third-party platforms to resolve operational issues and facilitate transactions. - Stay current on custodial procedures, platform updates, and regulatory requirements. - Ensure all operational activities meet compliance standards and internal controls. Team Collaboration & Support - Partner with Relationship Managers and Wealth Advisors to support client service delivery through accurate execution. - Collaborate with internal departments (e.g., compliance, financial planning, investment operations) to ensure alignment and efficiency. - Participate in team meetings and contribute to process improvement initiatives. - Other duties as assigned. Quality Assurance & Continuous Improvement - Identify and report operational inefficiencies or recurring issues. - Assist in documenting and refining standard operating procedures (SOPs). - Support training and onboarding of new team members as needed. Career Path & Growth: - Service Operations Associate II: Increased ownership of complex transactions, custodial relationships, and process improvement initiatives. - Service Operations Associate III: Leadership within the operations team, mentoring junior associates, and driving strategic operational enhancements. Knowledge, Skills, & Abilities: Education: - High School diploma with a Bachelor's degree highly preferred Experience: - Two to Four years of job related experience - Financial services industry required - Prior experience working in an office environment with a customer service focus helpful Certifications: - Notary designation a plus Job Skills: - Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail - Enjoy collaborating and building positive relationships internally with co-workers and externally with clients and business vendors - 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: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. Base Pay Range: $28—$34 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 plan 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 - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans, per pay period match, and after-tax option - Pet Insurance - Personalized financial planning and guidance offered at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.

🏢 Summary: Wealth Advisor role focused on managing and growing relationships with affluent clients through comprehensive financial planning, investment guidance, and fiduciary advisory services. The position leverages in-house experts across tax, estate, and portfolio management while allowing advisors to focus primarily on client needs and retention. Hybrid work schedule with competitive compensation, benefits, and growth opportunities. 🗂️ Requirements: Bachelor's degree in Business, Economics, Accounting, Finance or related field, 7-10 years of financial advisory or related experience, CFP certification or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license or qualifying exemption, Experience with financial planning software, Knowledge of financial planning, investments, tax, and portfolio analysis, Understanding of compliance and regulatory requirements, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, Finance, Investments, Tax, Estate, Portfolio, AssetAllocation, Compliance, FinancialPlanning, Insurance 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging a unified in-house team of experts to help clients achieve their financial goals. The role allows advisors to focus exclusively on clients while utilizing advanced knowledge of financial planning and investments to diagnose client needs and propose tailored solutions. Advisors are supported by a technology platform and experts in portfolio management, financial planning, tax, estate planning, and related services. Key Responsibilities and Duties - Partner with affluent clients to identify financial goals, analyze financial situations, and develop recommendations aligned with defined objectives - Communicate complex financial solutions using strong relationship-building and interpersonal skills - Ensure client retention through meaningful long-term relationships and implementation of appropriate financial solutions - Leverage solutions including tax, estate planning, insurance, and related services to provide comprehensive client offerings - Ensure adherence to compliance and regulatory policies and company standards of client care - Act as a fiduciary, placing client interests and outcomes first Required Knowledge, Skills and Abilities Education: - Bachelor's degree from an accredited institution preferred in Business, Economics, Accounting, or Finance - Master's degree is a plus Experience: - 7-10 years of related experience as an Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, or Certified Public Accountant Certifications/Licenses: - Certified Financial Planner (CFP) designation required or equivalent designation including ChFC, PFS, CFA, or CIC - Series 65 required unless exempt through qualifying designation in applicable states Skills & Competencies: - Advanced knowledge of the industry, financial products, and financial planning concepts - Ability to present investment, finance, and tax planning solutions effectively to clients - Knowledge of the economic landscape and its impact on clients and the firm - Experience utilizing financial planning software - Strong collaboration skills - Sales aptitude and entrepreneurial mindset preferred - Understanding of investments, ISG, asset allocation, and portfolio analysis - Comprehensive understanding of compliance requirements - Ability to travel up to 20% for client meetings and training Work Schedule: - Business hours Monday through Friday Working Conditions: - Hybrid schedule with remote and office work in a professional office environment - Standing and sitting with assigned workstation Compensation: - Total expected cash compensation range: $170,000 - $210,000 USD Benefits: - Company-paid life and disability insurance - Supplemental insurance options - Medical, dental, and vision plans - Health Savings Account with company contributions - Dependent care savings account - 14 company-paid holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid parental leave - Adoption assistance reimbursement - Concierge services for caregiving and personal support - 401(k) retirement plan with company match - Pet insurance - Personalized financial planning services at preferred employee pricing

🏢 Summary: Wealth Advisor role focused on managing and growing relationships with affluent clients through comprehensive financial planning, investment guidance, and fiduciary advisory services. The position leverages in-house experts across tax, estate planning, insurance, and portfolio management while using financial planning technology to deliver tailored solutions. Hybrid work schedule with competitive compensation, bonus potential, and extensive employee benefits. 🗂️ Requirements: Bachelor's degree in Business, Economics, Accounting, Finance or related field, 7-10 years of financial advisory or related experience, CFP certification or equivalent designation (ChFC, PFS, CFA, CIC), Series 65 license or qualifying exemption, Experience with financial planning software, Advanced knowledge of financial planning, investments, and financial products, Understanding of compliance and regulatory requirements, Ability to perform asset allocation and portfolio analysis, Ability to travel up to 20% 📃 Skills: CFP, ChFC, PFS, CFA, CIC, Series65, Finance, Investments, Tax, Estate, Insurance, Portfolio, AssetAllocation, Compliance, PlanningSoftware 🏢 Description: Job Summary: The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more. Key Responsibilities and Duties - Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives. - Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills. - Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions. - Leverages broad solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to clients. - Ensures adherence to compliance and regulatory policies as well as company standards of client care. - Acts as a fiduciary, placing client interests and outcomes first. Required Knowledge, Skills and Abilities Education: - Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related) - Master's degree a plus Experience: - 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant) Certifications/Licenses: - Certified Financial Planner (CFP) designation required - Acceptable alternatives: Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC) - Series 65 required unless exempt in applicable states Skills & Competencies: - Advanced knowledge of the industry, financial products, and financial planning concepts - Superior communication skills with the ability to present investment, finance, and tax planning solutions - Advanced knowledge of the economic landscape and its impact on clients - Experience utilizing financial planning software - Strong collaboration skills - Sales aptitude and experience preferred - Entrepreneurial mindset with positive attitude - Strong understanding of investments and ability to perform asset allocation and portfolio reviews - Comprehensive understanding of compliance requirements - Ability to travel up to 20% for client meetings and training Work Schedule: Business hours Monday through Friday. Working Conditions: Hybrid schedule with a combination of remote and office work in a professional office environment. Compensation: Total expected cash compensation range: $170,000—$210,000 USD. Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance options - Multiple medical plans including HDHP and co-pay plans - Health Savings Account (HSA) with company contributions - Dental and Vision plans - Dependent Care Savings Account - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify.

🏢 Summary: Tax Associate role focused on preparing tax returns, projections, and analysis for high-net-worth individuals, trusts, and businesses in a collaborative tax team environment. The position requires experience in tax preparation, strong organizational skills, and the ability to manage multiple client tax matters. The role offers comprehensive benefits, hybrid work flexibility, and opportunities for professional development in public accounting and tax services. 🗂️ Requirements: Bachelor's degree in Accounting or related field, 1-3+ years of tax preparation experience in public accounting, Knowledge of individual and entity tax preparation, Ability to prepare tax returns, projections, and estimates, Strong organizational and time-management skills, Ability to manage high-volume workloads, Strong client communication skills, Detail-oriented work approach, Availability during standard business hours and Saturdays during tax season 📃 Skills: Accounting, Tax, CCH, Axcess, Workflow, Practice, SafeSend, CPA, EA 🏢 Description: Why Work at Mercer Advisors? 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, all managed by a single team. Job Summary: The Tax Team collaborates with wealth management teams to provide tax compliance services to high-net-worth clients. The Tax Associate is primarily responsible for the preparation of income tax returns, tax projections, and analysis for clients. The role requires strong client service skills, communication abilities, and the flexibility to multi-task in a fast-paced tax preparation environment. Essential Job Functions: - Prepare tax returns for high-net-worth individuals, trusts, and businesses - Create quarterly estimates and projections - Respond to tax questions, estimates, projections, and analysis with tax and wealth management clients - Coordinate with tax support staff to ensure timely workflow practices and data integrity - Respond to tax notices and prepare correspondence - Stay up to date on tax law changes - Perform additional assigned duties Required Knowledge, Skills, and Abilities: - Bachelor's degree in Accounting or related field - Working knowledge of tax preparation with preferably 1-3+ years of public accounting experience - CPA or EA obtained or planned, preferred - Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, preferred - Highly organized and tax-oriented - Ability to handle a large volume of activities simultaneously - Ability to communicate concepts clearly to clients and advisors - Detail-oriented with excellent time-management skills Work Schedule: This role requires availability Monday through Friday from 8AM to 5PM, with Saturdays as needed during tax season. Additional hours may be required to meet deadlines. Working Conditions: This position may be based in a professional office environment or dedicated home office workspace. Basic technology needs will be provided. The role involves routine sitting and standing with no heavy lifting over 10 lbs. Base Pay Range: $76,500—$90,000 USD Benefits: - Company-paid life and disability insurance - Supplemental insurance options - Multiple medical plan offerings including HSA options - Dental and vision insurance - Dependent care savings account - 14 company-paid holidays including a full week off at Thanksgiving - Paid time off program - Employee Assistance Plan - Paid parental leave and maternity benefits - Adoption assistance reimbursement - Concierge services - 401(k) retirement plan with matching - Pet insurance - Personalized financial planning services

🏢 Summary: Tax Associate role focused on preparing income tax returns, projections, and analysis for high-net-worth individuals, trusts, and businesses in a collaborative tax and wealth management environment. The position requires experience in tax preparation, strong organizational skills, and the ability to manage multiple client-related tax activities. The offer includes comprehensive benefits, hybrid work flexibility, and opportunities for professional growth in tax compliance services. 🗂️ Requirements: Bachelor's degree in Accounting or related field, 1-3+ years of public accounting or tax preparation experience, Knowledge of individual and entity tax preparation, Ability to prepare tax returns, estimates, and projections, Experience communicating tax concepts to clients and advisors, Strong organizational and time-management skills, Ability to manage multiple activities in a fast-paced environment, Detail-oriented work approach, Availability during tax season including Saturdays as needed 📃 Skills: Accounting, Tax, CPA, EA, CCH, Axcess, Workflow, Practice, SafeSend 🏢 Description: Why Work at Mercer Advisors? 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, all managed by a single team. Job Summary: The Tax Team collaborates with wealth management teams to provide tax compliance services to high-net-worth clients. The team includes tax professionals, including Enrolled Agents, CPAs, and accountants across the nation. As a member of the Tax Team, the Tax Associate is primarily responsible for the preparation of income tax returns, tax projections, and analysis for clients. The role requires strong client service skills and the ability to multi-task in a fast-paced tax preparation environment. Essential Job Functions: - Prepare tax returns for high-net-worth individuals, trusts, and businesses - Create quarterly estimates and projections - Respond to tax questions, estimates, projections, and analysis for tax and wealth management clients - Coordinate with tax support staff to ensure timely workflow practices and data integrity - Respond to tax notices and prepare correspondence - Stay up to date on tax law changes - Perform other assigned duties Required Knowledge, Skills, and Abilities: - Bachelor's degree in Accounting or related field - Working knowledge of tax preparation with 1-3+ years of public accounting experience preferred - CPA or EA obtained or in progress preferred - Experience with CCH, Axcess, Workflow and Practice, and SafeSend preferred - Strong organizational skills - Ability to handle a large volume of activities - Ability to communicate concepts clearly to clients and advisors - Excellent attention to detail and time-management skills Work Schedule: This role requires availability during standard business hours Monday through Friday from 8AM to 5PM, with Saturdays as needed during tax season. Additional hours may be required to meet deadlines. Working Conditions: This position may be performed in a professional office or dedicated home office workspace. Basic technology equipment will be provided. The role involves routine sitting and standing with no heavy lifting over 10 lbs. Base Pay Range: $76,500—$90,000 USD Benefits: - Company Paid Basic Life & AD&D Insurance - Company Paid Short-Term and Long-Term Disability Insurance - Supplemental insurance offerings - Multiple medical plan options including HDHP and Traditional Co-Pay plans - Health Savings Account with company contributions - Dental and Vision plans - Dependent Care Savings Account - 14 company paid holidays including a full week off at Thanksgiving - Generous paid time off program - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave - Adoption Assistance Reimbursement Program - Concierge services for caregiving and family support - 401(k) Retirement Plan with Traditional and Roth options - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify.

🏢 Summary: Client-facing Relationship Manager role focused on delivering high-quality wealth management service, overseeing client experience workflows, and partnering with Wealth Advisors on practice management and retention initiatives. The position involves coordinating cross-functional teams, managing client relationships, tracking service metrics, and supporting business growth and onboarding efforts. The role offers a structured career path with increasing leadership and strategic responsibilities. 🗂️ Requirements: Strong understanding of wealth management processes and service models, Experience managing complex client relationships, Leadership and mentoring experience, Excellent communication and organizational skills, Problem-solving abilities, Proficiency with CRM systems, Experience with workflow management tools, Ability to collaborate across cross-functional teams, Availability during standard business hours 📃 Skills: CRM, WealthManagement, WorkflowManagement, KPI, Compliance, FinancialPlanning, InvestmentOperations 🏢 Description: Job Summary: The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM is designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care. This role is responsible for overseeing the execution of the firm's service model, ensuring that client experiences align with the firm's standards and values. The Relationship Manager I plays a critical role in practice management, client retention, and business growth, serving as a key contributor to the success of the advisory team. This role offers a clear career path to Relationship Manager II and III, with increasing levels of strategic influence, leadership, and client engagement. Essential Job Functions for this role include: Client Experience Oversight - Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm's client experience standards. - Manage service workflows and client touchpoints to ensure timely and accurate execution. - Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery. - Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented. - Other duties as assigned. Advisor Partnership & Practice Management - Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning. - Facilitate in implementing and refining the advisory team's service model, including client communication strategies and engagement protocols. - Track and report on client satisfaction metrics, service delivery KPIs, and retention trends. - Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency. Growth & Retention Support - Identify opportunities to deepen client relationships through proactive outreach and strategic engagement. - Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients. - Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives. Knowledge, Skills, and Abilities: - Strong understanding of wealth management processes and service models. - Proven ability to manage complex client relationships and resolve issues effectively. - Leadership and mentoring experience within a team environment. - Excellent communication, organizational, and problem-solving skills. - Proficiency in CRM systems and workflow management tools. - Strategic thinker and strong ability to influence and collaborate across teams. Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. 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 plan 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 - Dependent Care Savings Account for child and dependent care - 14 Company Paid Holidays including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave (8 weeks) - Maternity benefits utilizing company paid STD, supplemental STD, plus Parental Leave - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth plans and employer match - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Tax Manager role focused on providing tax compliance, planning, and advisory services for high-net-worth clients in a hybrid work environment. The position involves preparing and reviewing complex tax returns, managing client relationships, conducting tax research, and mentoring tax staff without audit or business development responsibilities. The role offers competitive compensation, strong benefits, and work-life balance within a fast-paced tax services team. 🗂️ Requirements: 5+ years of public accounting or equivalent experience, Bachelor's degree in Accounting or related field, CPA or EA certification, Experience preparing and reviewing individual and entity tax returns, Strong tax code knowledge, General accounting skills, Ability to manage multiple tasks in a fast-paced environment, Excellent communication skills, Detail-oriented and strong time-management skills 📃 Skills: Accounting, Tax, CPA, EA, CCH, Axcess, Workflow, Practice, SafeSend 🏢 Description: Job Summary: We are looking for a Tax Manager to join our Tax Team. The Tax group is a dedicated team of professionals who work in conjunction with our wealth advisors to provide tax compliance services to our high-net-worth clients. We are looking for someone who loves client service but does not enjoy the headaches of billable hours in a traditional public accounting firm. We offer a great work/life balance, a fun and supportive environment, and the chance to work directly with a wide variety of clients. We do not do audits or assurance work, and there are no business development requirements. As a member of the Tax Team, the Tax Manager is primarily responsible for leading client relationships, preparing, reviewing and delivering income tax returns, tax projections, and analysis for our clients. The Tax Manager has a passion for client service with experience in individual and entity tax preparation and review. The Tax Manager is personable, demonstrates superior communication skills, and possesses the flexibility to multi-task in a fast-paced tax services environment. Essential Job Functions will include: - Prepare, review and sign tax returns for high-net-worth individuals, trusts, and businesses - Create quarterly estimates and projections - Responsible for clear and concise communication with clients on all matters related to the delivery of income tax returns - Perform tax research - Responsible for timely and accurate response to tax questions, estimates, projections, and analysis with both tax and wealth management clients - Work with tax staff to respond to tax notices and review of correspondence - Stay up to date on tax law and communicate the effects of law changes to clients - Mentor Senior Tax Associates, Tax Associates, and/or Tax Support Specialists in the local office or region, as assigned - All other duties as assigned Required Knowledge, Skills, and Abilities: - Minimum 5+ years of public accounting experience, or equivalent experience - Bachelor's degree in Accounting or related field - Strong tax code knowledge and general accounting skills - CPA and/or EA required - Master's degree in Tax a plus - Experience with CCH, including Axcess, Workflow and Practice, and SafeSend, a plus - Highly organized and tax-oriented - Ability to handle a large volume of activities at one time - Ability to communicate concepts to clients and advisors in concise and understandable fashion - Must be detail-oriented and have excellent time-management skills Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM, and Saturdays as needed during tax season. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs. Base Pay Range: $106,000—$125,000 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 plan offerings including High Deductible Health Plans and a Traditional Co-Pay medical plan - 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 including a full week off at Thanksgiving - Generous paid time off program for vacation and sick days - Employee Assistance Plan - Family Medical Leave - Paid Parental Leave - Adoption Assistance Reimbursement Program - Company Paid Concierge Services - 401(k) Retirement Plan with Traditional and Roth options and employer match - Pet Insurance - Personalized financial planning and guidance at preferred employee pricing

🏢 Summary: Regional Vice President role focused on driving wealth management sales by building client relationships, presenting tailored financial solutions, and managing the full sales pipeline. The position requires strong financial services expertise, licensing, CRM experience, and the ability to engage clients through virtual and in-person interactions in a fast-paced environment. 🗂️ Requirements: 5+ years of sales experience in financial services, Series 65 or Series 66 license or qualifying exemption designation, Experience using CRM systems, Experience managing sales pipelines, Ability to build relationships with prospective clients, Deep understanding of financial services and investment management, Proficiency in MS Excel, Proficiency in Word, Proficiency in Outlook, Proficiency in PowerPoint, Strong time management and organizational skills, Ability to travel, Bachelor's degree or equivalent experience 📃 Skills: Salesforce, CRM, Excel, Word, Outlook, PowerPoint, Zoom, Series65, Series66, CFP, ChFC, PFS, CFA, CIC 🏢 Description: Job Summary: The Regional Vice President will build relationships with clients and help them find a wealth management solution for their needs, driving sales momentum within a collaborative, client-focused environment. Essential Job Functions for this role include: • Engage with potential wealth management clients over Zoom, phone, and/or in person to understand their needs and share how Mercer can help • Draw on financial expertise as well as resources across the organization to create distinct value for each client and present a tailored view of how Mercer can help achieve their goals • Own your sales pipeline from start to finish, converting and nurturing potential clients to create a best-in-class experience for every potential client • Act as a self-motivated leader within a fast-growing, high-visibility arm of the organization and leverage opportunities for personal growth Requirements: • Bachelor's degree preferred or equivalent experience. • 5+ years of successful sales experience in financial services • Series 65 or Series 66 license required – unless you hold one of the following designations and it qualifies for an exemption to the series 65 in the applicable state(s): Certified Financial Planner™ (CFP®), Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA) or Chartered Investment Consultant (CIC). • CFP® (Certified Financial Planning) designation preferred. • Experience using CRM systems (Salesforce preferred) and managing sales pipelines • Experience building relationships with and understanding the needs of potential clients • Self-motivated, highly coachable attitude with a growth-oriented mindset and drive • Deep understanding of financial services industry and investment management • Passion for helping clients achieve their financial goals • Proven time management and organizational skills in high-volume, high-energy environments • Strong computer aptitude with proficiency in MS Excel, Word, Outlook and PowerPoint • Flexibility to travel Work Schedule: This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs. All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period. Working Conditions: This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. 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 $119,000—$140,000 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 plan 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 • Dependent Care Savings Account for child and dependent care • 14 Company Paid Holidays including a full week off at Thanksgiving • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, supplemental STD, plus Parental Leave • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with Traditional and Roth plans plus company match • Pet Insurance • Personalized financial planning and guidance at preferred employee pricing Mercer Advisors is an equal opportunity employer and participates in E-Verify and complies with federal employment eligibility verification requirements.