Talent Developer I
New
M
Mercer AdvisorsFinancial Services
Remote, USAFull-TimeEntry
Salary30 - 35 USD per hour
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Job Details
- Experience
- One to Three years of job-related experience
- Required Skills
- Microsoft ExcelCustomer serviceCoachingTraining
Requirements
- High school diploma required; bachelor’s degree highly preferred.
- One to three years of job-related experience.
- Financial services industry experience is required.
- Prior customer service experience in an office environment is helpful.
- Experience in training, teaching, or instruction is recommended.
- Strong verbal and written communication skills.
- Proficiency in Microsoft Word, Excel, and Outlook.
- Ability to prioritize work in a fast-paced environment with high attention to detail.
- Ability to work independently and as part of a team.
- Professional certifications such as CFP, Series 65, or SIE are a plus.
Responsibilities
- Deliver engaging hands-on virtual workshops to train team members on financial services, day-to-day operations, and technical operational systems, tools, and platforms.
- Support onboarding of new hires and ongoing professional initiatives.
- Manage diverse learning paces and styles through individual coaching.
- Monitor progress and conduct skill assessments for new team members.
- Develop and maintain up-to-date curriculum training materials, including guides, presentations, and learning units.
- Perform day-to-day operations support for Wealth Management teams, including money movements, account maintenance, and case management.
- Ensure client request procedures adhere to compliance and custodian requirements.
- Maintain data integrity across all internal systems.
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