Mercer Advisors
Financial Services
PrivateMarketSpecialist
“Private Market Specialist at Mercer Advisors. Skills: Private Investments, Client onboarding, Operations support. Provide operational support to Private Investments team. Service and deliver on client needs”
Industry & Context.
Problem-solving skills
What They're Looking For.
Must Have
Bachelor's degree or equivalent, 3-5+ years of job-related experience, Financial services industry experience, Adhere to all compliance requirements
Nice to Have
Business, Economics, Accounting or Finance related degree, Prior experience working in an office environment with a customer service focus, Prior use of CRM system (Salesforce), Desire for continuous self-learning and professional growth
What You'll Do.
Provide operational support to Private Investments team
Service and deliver on client needs
Support Advisors to enroll Qualified Investors
Manage client subscription agreements
Ensure subscription paperwork is completed
Adhere to compliance requirements for funds
Coordinate with internal operations departments
Process and track client requests
Maintain data integrity across systems
Update systems as necessary
Research client issues
Verify outside assets
Establish new accounts
Guide and train peers on new tasks
How You'll Work.
Team & Collaboration
Collaborating internally with co-workers; Building positive relationships externally with clients; Building positive relationships with business vendors
Communication Scope
Verbal communication; Written communication
Applying for this Private Market Specialist role?
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