Mercer
Finance / FinServ
PrivateWealthConsultingAnalyst
“Private Wealth Consulting Analyst at Mercer. Skills: Client support, Reporting, Valuations. Provide support and services to clients. Support processing new and existing business”
What You'll Achieve.
Delivery of excellent service; Ensure CRM database is maintained accurately
Industry & Context.
Working at least three days a week in the office
What They're Looking For.
Must Have
Minimum 1 year experience in a similar role, Excellent written and spoken English (C1/C2), Advanced Microsoft Office skills
What You'll Do.
Provide support and services to clients
Support processing new and existing business
Assist with pipeline reporting
Perform daily scanning
Handle queries and allocated tasks
Liaise with third parties
Maintain client details
Adhere to company policies
Maintain CRM database
How You'll Work.
Team & Collaboration
Work directly with consultants; Support teams located in Portugal and Ireland; Coordinate and manage delivery of services; Support the Team Leader and Division Manager
Communication Scope
Excellent written and spoken English (C1/C2)
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