Client Development Associate

🔥 1 minute ago

🇺🇸 United States – Remote

💵 $80k - $100k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

🛡️ Insurance

💼 Consulting

💳 Fintech

Insurance • Consulting • Fintech

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

📋 Description

• 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

🎯 Requirements

• 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

🏖️ Benefits

• 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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