• Establish yourself as a trusted, strategic advisor to clients • Manage and nurture a portfolio of clients, guiding them through the full customer journey • Proactively monitor and improve client health, leveraging tools like Gainsight • Design, deliver, and support scalable client engagement and education • Serve as the voice of the customer internally, collaborating with Product, Support, Sales, Marketing, and Leadership • Support client growth and continuity, building relationships with new administrators • Drive cross-functional collaboration, coordinating with internal teams

• Establish yourself as a trusted, strategic advisor to clients • Manage and nurture a portfolio of clients, guiding them through the full customer journey • Proactively monitor and improve client health using tools like Gainsight • Design, deliver, and support scalable client engagement and education • Serve as the voice of the customer internally, collaborating with various departments • Support client growth and continuity, building relationships with new administrators • Drive cross-functional collaboration coordinating with internal teams • Maintain deep expertise in Foundant products and best practices

Role Description We are currently growing our remote support operations and are looking for motivated, organized individuals to join our team as Coordination Specialists. In this role, you'll assist clients with managing travel-related details, organizing reservations, and helping ensure each stage of the planning process is completed accurately and on schedule. This position is ideal for individuals who enjoy communication, multitasking, and supporting customers in a flexible work-from-home environment. Training and ongoing guidance are provided, making this opportunity suitable for both entry-level applicants and those with prior support experience. Key Responsibilities - Help clients coordinate travel plans based on schedules, preferences, and trip goals - Assist with arranging hotels, transportation, cruises, tours, excursions, and related services - Research travel options and compare selections through approved booking and supplier systems - Track reservation progress, confirmations, and itinerary updates - Communicate professionally through email, phone, and online messaging platforms - Support schedule changes, booking adjustments, and follow-up requests when needed - Maintain accurate client records and organized planning documentation within internal systems - Stay informed on destination updates, supplier promotions, and travel-related announcements - Participate in virtual onboarding, training sessions, and team development programs Qualifications - Strong customer service and communication skills - Highly organized with strong attention to detail - Ability to work independently while managing multiple responsibilities remotely - Comfortable using email, online platforms, and basic computer software - Reliable internet connection and professional work habits - Positive attitude and willingness to learn new processes - Interest in coordination, hospitality, administration, or customer support roles - Must be at least 18 years of age - Applicants must reside in the United States, United Kingdom, Mexico, Australia, Spain, or approved hiring regions Benefits - Fully remote work environment - Flexible scheduling opportunities - Step-by-step onboarding and training support - Continued mentorship and professional development resources - Access to supplier partnerships, booking platforms, and travel tools - Eligibility for travel discounts, incentives, and recognition programs - Advancement opportunities within a growing remote organization

• Mercer Advisors closes 15–18 acquisitions per year. • Every firm that joins is making one of the most significant decisions of their professional lives and the promise we make to them during the sales process is that joining Mercer will be better for their clients, their teams and the selling principals. • The Senior Director, New Partner Success will be instrumental in keeping that promise. • This role is the single point of contact for new partners: a senior, relationship-driven, commercially minded role for someone who can walk into a room of experienced financial advisors, earn their trust quickly, and guide them through the most complex organizational transition of their careers, while simultaneously owning the business outcomes Mercer needs from every acquisition. • The Senior Director, New Partner Success is a value creation partner, responsible for knowing everything about their firms, driving measurable results, and intervening before problems become crises. • They carry a portfolio of 8–10 firms at various stages of integration and are accountable for the commercial, cultural, and operational success of every one of them.