Client Account Manager (Business Management)
Mercer Advisors(4 months ago)
About this role
Mercer Advisors is seeking an experienced Account Manager to join their Business Management team. The role involves managing client relationships, financial statement preparation, investment tracking, and overseeing various administrative processes within a fast-paced, client-focused environment.
Required Skills
- Excel
- Word
- Financial Statements
- Accounting
- Client Relations
- Bookkeeping
- Data Management
- Bank Reconciliation
- Payroll
- Insurance
About Mercer Advisors
merceradvisors.comMercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.
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