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.

Supports Regional Vice Presidents by maintaining Salesforce data, managing pipelines, coordinating advisor routing and proposal requests, handling sales communications, protecting speed-to-lead, supporting events, and organizing prospect information for onboarding. The role improves sales execution, responsiveness, conversion, and operational efficiency in a high-volume financial services environment.

Serve as a client-facing Relationship Manager I supporting Wealth Advisors by ensuring consistent service delivery, managing client workflows, resolving issues, driving client follow-up, tracking service KPIs, supporting client segmentation and onboarding, and identifying growth and retention opportunities to improve advisor practice performance.