Mercer Advisors 2027 Summer Internship
On-site
Core
Summer intern providing client service, administrative support, and research to resolve client concerns in a financial advisory firm.
Role type
Summer Intern (Client Service & Operations)
Builds
Client service experience and operational support for financial planning clients
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client service, Communication, Problem-solving, Microsoft Office Suite, Compliance adherence (via careerplan.io/jobs/4949043008-mercer-advisors-2027-summer-internship-at-merceradvisors)
Responsibilities
Assist with client service requests and special projects, Utilize CRM to track client information, Support team with administrative tasks, Research and resolve client concerns, Adhere to compliance/risk procedures, Ensure paperwork and policy adherence