Teams at Mercer Advisors

Prepare comprehensive financial plans using planning software and proprietary tools; collect and analyze client documents; perform retirement, investment, tax, Social Security, education, and estate analyses; coordinate with advisors and specialists; improve workflows and deliver accurate, timely client service.

The Relationship Manager I role focuses on enhancing client experiences in Wealth Management, partnering with advisors, overseeing service execution, and supporting client retention and business growth efforts.

The Trade Support Specialist will manage trading processes, resolve errors, ensure compliance, and maintain relationships with trading desks and clients.