Wealth Management Team Intern

Mercer Advisors•Newport Beach, CA

2d•Onsite

About The Position

As a Wealth Management 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 Sophomore, 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/or passion for development of financial services industry knowledge.

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.
Assist Director in performing daily key activities for the local office(s).
Contribute to a positive and empowering environment across teams.
Other duties as needed.

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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
Pet Insurance