Client Development Associate

🔥 21 horas atrás

🇺🇸 Estados Unidos – Remoto (EUA)

💵 $80.000 - $100.000 / ano

⏰ Tempo Integral

🟢 Júnior

🟡 Pleno

🚫👨‍🎓 Sem graduação necessária

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Mercer Advisors

SiteLinkedInTodas as Vagas

501 - 1000 funcionários

Fundada em 1985

🛡️ Seguros

💼 Consultoria

💳 Fintech

Insurance • Consulting • Fintech

A Mercer Advisors é uma empresa de consultoria financeira abrangente que se concentra em simplificar e ampliar a vida financeira dos clientes. Eles oferecem um serviço de estilo family office, proporcionando uma equipe unificada de planejadores financeiros, investidores, contadores e especialistas em patrimônio que elaboram planos financeiros personalizados para as necessidades individuais. Com mais de 40 anos de experiência, a empresa enfatiza um serviço personalizado, focado em fiduciário, sem comprometer a gestão de portfólio em nível institucional, tornando-o acessível para famílias e indivíduos que buscam melhorar seu futuro financeiro.

Descrição

• Onboard new clients efficiently and professionally to support client retention • Partner with the Regional Vice President to manage onboarding from initial agreement to official client status • Execute the Three-Part New Client Onboarding Process accurately and promptly • Prepare, send, and process required client paperwork and documentation • Set up new clients across Mercer systems and maintain accurate records • Create and manage onboarding checklists • Monitor custodian platforms for account linking, funding, and transfers • Follow up with custodians to resolve issues and prevent onboarding delays • Facilitate hand-off to the Wealth Management Team by introducing clients and providing completed onboarding checklists • Drive the Price Modification Request process and deliver compliance documentation • Track and secure additional assets and opportunities during the first year of client relationships • Run Fi360 attestations for new retirement assets • Ensure adherence to company standards • Perform other duties as needed

🎯 Requisitos

• Bachelor’s degree preferred • Prior financial services or related administrative support experience • Sales experience highly preferred • Understanding of the financial services industry • Strong analytical, organizational and presentation skills • Exceptional verbal and written communication skills • Experience working with high-level, busy professionals • Must work well in a team environment and present a positive and professional demeanor • Self-starter, active contributor, and ability to listen to and deliver on client’s needs and expectations • Must be highly flexible and confidential with all matters • Ability to occasionally travel to channel partner offices and prospects’ locations • Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours

🏖️ Benefícios

• Company Paid Basic Life & AD&D Insurance • Company Paid Short-Term and Long-Term Disability Insurance • Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance • Three Cigna medical plans, including two High Deductible Health Plans and a Traditional Co-Pay medical plan • Kaiser Medical plans available in California • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan • Two comprehensive Dental Plans • Vision Insurance Plan • Dependent Care Savings Account • 14 Company Paid Holidays including a full week off at Thanksgiving • Generous paid time off program for vacation and sick days • Employee Assistance Plan • Family Medical Leave • Paid Parental Leave (8 weeks) • Maternity benefits utilizing company paid STD, supplemental STD, and Parental Leave • Adoption Assistance Reimbursement Program • Company Paid Concierge Services • 401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option • Pet Insurance • Personalized financial planning and guidance at preferred employee pricing • Basic technology needs provided for position requirements

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