• Supervise a team, foster strong client relationships, and collaborate closely with Partners • Oversee tax planning and compliance for ultra-high net worth individuals • Perform primary review of complex tax returns • Serve as a primary client contact, delivering proactive tax planning insights • Monitor engagement budgets and performance • Provide coaching, training, and real-time feedback to staff • Actively participate in business development efforts • Stay current on tax law changes

Role Description We are expanding and are seeking driven individuals who thrive assisting their clientele and managing multiple responsibilities. In this role, you will assist with coordinating reservations and related services, which may include accommodations, activities, transportation arrangements, and event-based services. This opportunity is an ideal fit for candidates who are highly organized, attentive to detail, communicate effectively, and are comfortable working independently in a remote environment while collaborating with a distributed team. - Assist clients with coordinating personalized service arrangements - Research and compare available options to meet client preferences - Confirm reservations and ensure accuracy of details - Provide clear, professional communication via email and phone - Support updates, modifications, and service-related inquiries - Maintain accurate records and documentation - Complete required training and participate in team communications Qualifications - Authorized to work in the US, UK, Mexico, Australia, or Spain - Strong written and verbal English communication skills - Reliable internet connection and smartphone (computer is also strongly recommended) - Must be a minimum of 18 years of age Benefits - Fully remote capability - Flexible schedule - Ongoing training and professional development - Supportive team culture Company Description

• Support partner operations and platform adoption • Manage clinician onboarding workflows • Ensure timesheet completion and tracking • Facilitate communication with partners and clinicians • Contribute to a seamless staffing experience

Role Description We are seeking a talented individual to join our sales and support team at Mercer, a Marsh business. This role will be based Fully Remote. In this role, you will provide first line service to our North American prospects and clients while contributing to revenue growth and client satisfaction. We will count on you to: - 80%: Deliver high‑quality client support — troubleshoot account and billing issues, process orders, handle participation inquiries, and manage complex service requests across phone, email, and chat, ensuring timely follow‑up and SLA adherence. Provide system training and teach clients how to use Mercer’s proprietary platforms. - 20%: Identify and convert active leads into sales; conduct needs‑based assessments to recommend suitable products and solutions. - Conduct seasonal outreach to prior participants and purchasers to secure participation in compensation and benefits surveys. - Leverage internal resources and subject‑matter experts to provide answers, escalate complex problems, and drive resolution when issues fall outside standard templates or processes. Qualifications - College degree is preferred or 3+ years of experience in a corporate environment. - Exceptional customer service skills. - Tech-Savvy – ability to learn and navigate multiple platforms. - Excellent organizational, time management, verbal, written, interpersonal, and business communication skills. Requirements - Strong critical thinking and analytical skills. - Ability to build rapport across all levels of the organization. - Sales experience. Benefits - Professional development opportunities. - Interesting work and supportive leaders. - A vibrant and inclusive culture. - A range of career opportunities. - Health and welfare benefits. - Tuition assistance. - 401K savings and other retirement programs. - Employee assistance programs. Company Description Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X. Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@marsh.com. The applicable base salary range for this role is $44,800 to $89,500. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives. Applications will be accepted until: October 12, 2028.