Teams at Mercer Advisors

Manages client experience and service workflows within a wealth management team. Partners with Wealth Advisors to implement service models, track satisfaction and retention metrics, resolve client issues, complete post-meeting follow-ups, support onboarding and business development, and identify opportunities to deepen client relationships. Collaborates with financial planning, investment operations, and compliance teams while helping maintain service quality and practice efficiency.

Oversee client experience and service workflows for wealth management clients, ensuring commitments are delivered accurately and on time. Partner with Wealth Advisors on service models, client segmentation, satisfaction tracking, retention, and business growth. Resolve client issues, coordinate with internal teams, support prospect meetings and onboarding, and identify opportunities to deepen relationships through proactive engagement.

The Portfolio Consultant III supports Wealth Advisors with investment strategy, portfolio design, implementation, and client deliverables. Responsibilities include communicating investment philosophies, managing portfolio workflows, auditing implementations, troubleshooting inquiries, preparing analytics and proposals, supporting acquired firms, improving processes, presenting investment topics, and training new consultants. The role requires knowledge of capital markets, public and private investment vehicles, portfolio management, and collaboration with Operations, Compliance, Trading, and Portfolio Management teams.