Mercer Advisors 2027 Summer Internship
About The Position
As a Mercer Advisors summer 2027 intern, you will work collaboratively with fellow colleagues at Mercer Advisors to provide and ensure the highest level of service and positive experience for our clients. Applicants should have strong verbal and written communication skills with a background and/or an interest in client service, financial planning and/or sales. The successful applicant will be comfortable with a client facing role and speaking on the phone. Your 10-week long summer internship will be filled with opportunities for professional development, mentorship, the chance to apply coursework to real-world experiences, and some fun, too!
Requirements
- Must be enrolled in a Bachelors (as a rising Junior, or Senior) or Master’s program.
- Strong analytical and problem-solving skills.
- Excellent communication and interpersonal skills.
- Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint).
- Ability to work independently and as part of a team.
- High level of integrity and professionalism.
- Interest and passion for development of financial services industry knowledge.
Nice To Haves
- Strong verbal and written communication skills
- Background and/or an interest in client service, financial planning and/or sales
- Comfortable with a client facing role and speaking on the phone
Responsibilities
- Assist with client service requests and special projects placing the highest priority on client satisfaction.
- Utilize the Contact Relationship Management system to track client information and data.
- Support the team with administrative tasks as needed.
- Act as an onsite dedicated service associate on a wide range of client issues.
- Research and resolve client concerns in cooperation with local and centralized teams.
- Adhere to all compliance/risk procedures and follow corporate and industry protocols.
- Ensure that all paperwork, policy and procedures for client requests have been adhered to satisfy company-wide requirements.
- Contribute to a positive and empowering environment across teams.
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
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What This Job Offers
Job Type
Full-time
Career Level
Intern
Education Level
Associate degree
