merceradvisors
Talent Developer I
At a Glance
- Location
- United States
- Work Regime
- remote
- Posted
- 2026-06-30T17:21:49-04:00
Key Requirements
Required Skills
Domain Knowledge
- Education
- Finance
Benefits & Perks
ensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for
Requirements
Financial services industry required
CFP, Series 65, or SIE certification a plus
Responsibilities
Develop the next generation of client service team members and finance professionals.
The primary focus of a National Client Service Team is to provide excellent follow-through and operational support to Wealth Management teams.
As part of this team, you will play a critical part in ensuring new and tenured client service team members have the knowledge and skills they will require to succeed in their roles while providing excellent client service yourself.
Deliver engaging hands-on virtual workshops to train team members on financial services, day-to-day operations, and technical operational systems, tools, and platforms used in daily operations
Responsible for day-to-day operations support for Wealth Management Teams as part of the National Client Service Team, including but not limited to money movements, account maintenance requests, internal case entry and management, and managing client deposits
Ensuring all paperwork and procedures for client requests are completed and adhere to compliance and Custodian requirements