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Mercer Advisors
Improved reporting for 10+ advisors managing $500M+ in assets and restructured digital filing for 1,000+ client accounts.
- Role
- Wealth Management Intern
- When
- Jan. 2025 - Apr. 2025
- Where
- San Diego, CA
- Advisors supported
- 10+
- Assets under management
- $500M+
- Client accounts reorganized
- 1,000+
What I did
- Analyzed client data in Power BI, Excel, and Salesforce to improve reporting for 10+ advisors ($500M+ AUM).
- Restructured digital filing for 1,000+ client accounts, cutting the time advisors spent searching for files.
- Partnered with advisors on client follow-ups, contributing to higher client satisfaction scores.
Why it matters
Advisors do their best work when they are with clients, not hunting for a file. Most of what I did came down to giving them that time back.