• Serve as the main point of contact for school districts, primarily via email (routing, dispatch, and customer service inquiries) • Process change requests, including student additions and removals, in a timely manner • Maintain and optimize transportation routes for efficiency • Build quotes and conduct route analysis • Manage and update calendars, including holidays, early dismissals, and emergency weather updates • Perform accurate and timely data entry

• Serve as a strategic clinical voice across Periop and PCC product lines. • Leverage expertise in pre-anesthesia testing, perioperative nursing, and clinical workflow design. • Partner with clinical directors to ensure product decisions reflect actual care practices. • Drive expansion through clinical insights and own clinical workflow design and signoff.

• Drafting various correspondence to wealth management teams and clients • Following best practices for group, client, and advisor interaction • Liaising with other groups and wealth management teams to ensure an exceptional client-advisor experience • Building out and updating training materials and providing training to Estate Planning Service Specialists • General administrative tasks and other duties, as needed • Supporting estate planning strategist teams throughout the estate planning process; including administering calendar management for a strategist and ensuring document completion • Maintaining client files and updating case management systems • Supporting as a liaison with estate planning specialists, wealth management teams, and clients

• Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention. • Ensuring follow-up and seamless handoffs from RVPs to Wealth Management Teams creating a solid onboarding experience • Driving sales momentum by proactively initiating and following up on opportunities with channel partners to drive business results and engage in proactive conversations. • Participating in prospect meetings, managing follow-up with prospects • Playing an integral role in closing of prospects using exceptional client service skills • Managing prospecting activity process including Client Questionnaire (CQ’s) and communications with Financial Consultants • Traveling to branch offices and events to proactively build and maintain ongoing engagement with channel partner branches as well as to support the RVPs with prospecting and meeting activities • Building and maintaining a strong network by proactively managing ongoing engagement with channel partner branches and prospects • Working closely with RVPs on various projects including coordinating events, reviewing financial data, and preparing reports • Fostering positive relationships with internal and external business partners as an ambassador of Mercer Advisors • Ensuring adherence to company standards • Other duties as needed