Mercer Advisors

As a member of the Operations Team, the Billing Specialist will collaborate with internal departments and external partners to ensure correct and timely billing of Mercer Advisors investment management clients. Responsibilities include monthly billing audit, fee billing analysis, troubleshooting client accounts, and adjustment billing. Review accounts to ensure appropriate fee schedules are assigned. Prepare and review client billing files and review direct debit results files. Respond to billing inquiries from Client Service teams.

This position is responsible for investment account servicing and problem solving for high net worth clients and intermediaries, involving heavy client service and custodian interaction. The individual must be able to work independently and collaborate effectively as a team member, handling a high volume of email and telephone communication in a deadline-oriented environment, requiring diplomacy and integrity.

The Vice President, M&A Partner Development is responsible for managing the entire sales experience for new M&A prospects sourced through multiple channels. Responsibilities include cultivating strong relationships with contacts and investment bankers and deal management from initial contact through closing. Success requires sound business judgement, industry acumen and excellent relationship management.

The Retirement Plan Manager collaborates with the Director of Retirement Plan Operations focusing on team member management, productivity, and client service excellence, the role includes performing Retirement Plan Specialists responsibilities.

The Marketing Operations Coordinator will play a crucial role in assisting with our local marketing strategy. Essential Job Functions include Sponsorships Admin, Special Projects, Team Tracking and Management and Content Team Liaison.