Teams at Mercer Advisors

Supports client service requests, researches and resolves client concerns, maintains client information in a CRM, completes administrative tasks, and assists with special projects. The intern works with local and centralized teams, follows compliance and risk procedures, ensures documentation requirements are met, and contributes to a positive client experience. This is a 10-week, full-time, in-office internship focused on professional development, mentorship, and financial services experience.

Lead design and delivery of a strategic learning curriculum for wealth advisors and client service staff, driving AI and platform adoption, stakeholder advocacy, process improvement, and M&A integration training. Build AI prompt guides and playbooks, measure adoption, partner with Technology/Product/Compliance, and present recommendations to leadership to improve workflows and enable faster ramp of acquired teams.

Performs monthly billing audits, fee calculations, account reconciliation, billing instruction updates, and fee collection for investment management clients. Investigates failed or rejected transactions, resolves discrepancies, maintains collection records, reports on aged receivables, and recommends process improvements. The role collaborates with advisors, Client Service, Trading, and other stakeholders to ensure accurate and timely billing.