Account Operations Specialist (49403)

Mercer Global Advisors Denver , CO 80208

Posted 2 months ago

Mercer Advisors is a comprehensive wealth management firm serving individuals, families, endowments, and foundations. As one of the few firms who can deliver on a full-suite of wealth management capabilities, Mercer Advisors helps our clients with customized financial planning, investment management, proactive tax planning and preparation, retirement planning, estate planning, and corporate trustee services. Our staff of over 500 employees includes advisor teams across ~50 offices who collaborate with specialists including investment strategists, estate lawyers, CPAs, and CERTIFIED FINANCIAL PLANNER professionals, to deliver an integrated standard of financial care for our clients.

Job Summary

The Account Operations Specialist is responsible for all aspects of investment account servicing and problem solving for high net worth clients and intermediaries. There is heavy client service and custodian interaction with an extremely high-volume of email and telephone communication. The ideal candidate must be able to work both independently with excellent time management skills as well as collaborate and effectively interact as a team member. This is a high-pressured, deadline-oriented position that requires a high level of diplomacy and integrity.

Essential Job Functions for the Account Operations Specialist will include:

  • Assisting compliance and our M&A teams making sure integrations are seamless for new mergers

  • Overseeing custodian permission levels and assisting with creating, monitoring and disabling usernames across custodians as needed

  • Reviewing and delegating tasks to traders, internal operations teams, and outside vendors

  • Managing department documentation and updating as needed

  • Working closely with the Compliance Department by implementing compliance standards

  • Facilitating strong relationships with business partners as point of contact for custodians, representing Mercer Advisors on a day-to-day basis

  • Supporting client services by managing client documentation and mailings to Mercer Advisors chosen custodians

  • Supporting client service teams by researching and advising on IRS regulations, custodian requirements, and Mercer's investment policy guidelines; setting appropriate expectations to be communicated to clients

  • Assisting current members of the Account Operations team in monetary requests, submitting and following up on all client requested money movements, deposits and transfers, ensuring accurate processing, troubleshooting and resolving any discrepancies

  • Auditing accounts for unusual or unanticipated withdrawals alerting client services to account activity

  • Other duties as assigned

Qualifications

  • High school diploma required

  • Bachelor's degree from an accredited institution is strongly preferred (preferably Business, Economics, Accounting or Finance related)

  • Prior experience in financial services preferred

  • Excellent communications skills with a strong ability to prioritize, multi-task and troubleshoot

Work Schedule

Monday through Friday, 7:00AM to 4:00PM

Working Conditions

Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a work station, no heavy lifting over 10 lbs.

Salary

Employee will be eligible for annual bonus compensation programs.

Benefits

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. We offer the following:

  • Company Paid Basic Life & AD&D Insurance up to 2x your base salary

  • Company Paid Short-Term and Long-Term Disability Insurance

  • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance

  • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan

  • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan

  • Two comprehensive Dental Plans

  • Vision Insurance Plan

  • Dependent Care Savings Account for child and dependent care

  • 13 company Paid Holidays with a full week off for Thanksgiving week

  • Paid Time Off programs - accrued vacation of 15 days (3 weeks) and accrued sick of 10 days (2 weeks) per service year

  • Employee Assistance Plan

  • Family Medical Leave

  • Paid Parental Leave

  • Adoption Assistance Reimbursement Program

  • 401(k) Savings Plan with per pay period employer match

  • Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

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Account Operations Specialist (49403)

Mercer Global Advisors