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Mercer Advisors

Client Service Associate (Springfield, MO)

Mercer Advisors · Remote, USA; Springfield

Posted about 3 months ago

or apply directly on Mercer Advisors's site. We never take the application ourselves.

Is this posting real?

This role has been open
82 days
Mercer Advisors's roles stay open a median of 82 days
Reposted
No
Salary listed
No
0% of Mercer Advisors's roles list one
Ghost-job risk at Mercer Advisors
high
104 stale, 5 reposted of 104 open
Hiring momentum
167 roles opened in the last 90 days
↑ up vs. the prior 90 days
Last confirmed on the employer's board
2026-10-25

Measured from postings appearing on and disappearing from Mercer Advisors's own greenhouse board since 2026-08-03. Full hiring picture for Mercer Advisors.

About this role

As a Client Service Associate at Mercer Advisors, you will provide operational support to the brokerage service team, ensuring high-net-worth clients receive excellent service. Your daily tasks will include answering client inquiries, managing paperwork, coordinating with internal departments, and maintaining data integrity. This role requires strong organizational and communication skills in a collaborative environment.

Our read on this posting2.8out of 5
benefits
5/5
freshness
1/5
career value
4/5
role clarity
4/5
pay transparency
0/5

Scored from the posting itself — how clearly the role is described, how much it says about pay and benefits, and how recently it was listed. Not a judgement of Mercer Advisors as an employer.

What you need

  • High School diploma with a Bachelor’s degree highly preferred
  • 2-3 years of job-related experience required
  • Financial services industry experience required
  • Excellent verbal and written communication skills
  • Strong MS Word, Excel, and Outlook skills required
  • Ability to prioritize in a fast-paced environment while maintaining client focus and attention to detail

Nice to have

  • Prior experience working in an office environment with a customer service focus helpful
  • Notary designation a plus
  • FINRA Series 7 preferred, but can be obtained within 18 months after start
  • Prior use of CRM system (Junxure) a plus

What you get

  • 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

Worth weighing

  • No specific salary listed, but base pay range is $23 - $26 USD
  • Role involves significant client interaction and operational tasks, which may require adaptability to changing priorities
  • The position requires obtaining FINRA Series 7 within 18 months, which may be a consideration for candidates without this certification

Summarised from Mercer Advisors's posting. Read the full original.

Listed by Mercer Advisors on their greenhouse job board, last confirmed open on 2026-10-25. PitchMeAI is not the employer.

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