Average Client Services Associate Salary at Mercer Advisors

$58,958
Avg. SalaryShow Hourly Rate
$5,000
Bonus
$1,750
Profit Sharing
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The average salary for a Client Services Associate at Mercer Advisors is $58,958.
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United States (change)
Salary
$0 - $59k
Bonus
$0 - $5k
Profit Sharing
$0 - $2k
Total Pay
$55k - $69k

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Job Description for Client Services Associate

Client Services Associate Tasks
  • Coordinate information flow from client through the organization and back to the client.
  • Create, develop, and maintain client files and ensure questions are routed to the appropriate team member.
  • Assist with meeting and event planning for established and new clients.
  • Assemble documentation like services offered, policy or product summaries, presentations, etc. for clients and internal teams.
The top respondents for the job title Client Services Associate are from the companies Morgan Stanley, Merrill Lynch & Co Inc and Wells Fargo Advisors Financial Network, LLC. Reported salaries are highest at J.P. Morgan Chase & Co. (JPMCC) where the average pay is $61,463. Other companies that offer high salaries for this role include Morgan Stanley and UBS, earning around $50,897 and $49,988, respectively. Merrill Lynch & Co Inc pays the lowest at around $40,974. Wells Fargo Advisors Financial Network, LLC and Raymond James & Associates, Inc. also pay on the lower end of the scale, paying $41,113 and $41,876, respectively.

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Popular Skills for Client Services Associate

Years of Experience

This data is based on 6 survey responses.
Early Career
100.0%