Client Development Associate

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Mercer Advisors

WebsiteLinkedInAll Job Openings

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

Fintech • Finance • B2C

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

• 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

🎯 Requirements

• Bachelor’s degree preferred • Prior financial services or related administrative support experience • Sales experience highly preferred. • Series 65 or combination of Series 7 and 66 license preferred; will be required to obtain the Series within first 6 months of employment • 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 both channel partner offices and prospects’ locations)

🏖️ 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 offerings 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 for child and dependent care. • 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, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time. • Adoption Assistance Reimbursement Program • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more. • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option • Pet Insurance • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing