Client Development Associate

Mercer Advisors; United States; Remote; USD 50,000 - 70,000; Full time

Job summary

Mercer Advisors seeks a Client Development Associate who will work with the Regional Vice President to enhance client onboarding experiences. The role includes driving sales, managing client relationships, and supporting the wealth management team. This position is ideal for someone with prior financial services experience and strong communication skills, committed to making a significant impact in clients' financial lives.

Benefits

Company Paid Basic Life & AD&D Insurance

Company Paid Short-Term and Long-Term Disability Insurance

401(k) Retirement Plan with company match

Generous paid time off program

Paid Parental Leave (6 weeks)

Qualifications

• Prior experience in financial services or related administrative support.
• Sales experience highly preferred.
• Understanding of the financial services industry.

Responsibilities

• Onboarding new clients efficiently for better retention.
• Driving sales momentum through proactive engagement with partners.
• Participating in prospect meetings and managing follow-ups.

Skills

Analytical skills

Organizational skills

Presentation skills

Verbal communication

Written communication

Client service skills

Flexibility

Education

Series 65 License (preferred)

Combination of Series 7 and 66 License (preferred)

Job description

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodologyhere .

Job Summary:

The Client Development Associate works in partnership with the Regional Vice President and Wealth Management Team to ensure new clients have the best client experience during the initial New Client On-Boarding process. The Client Development Associate also works as a partner to the Regional Vice Presidents (RVPs), with various responsibilities in Mercer Advisors’ sales efforts, including strengthening relationships with channel partners, identifying opportunities, and helping to drive leads to close.

Essential Job Functions for the Client Development Associate will include:

• 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

Required Knowledge, Skills and Abilities:

• 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)

Working Conditions:

Daytime hours, standing, sitting, regular travel, indoors and outdoors, will be assigned to a workstation, no heavy lifting over 20 lbs.

The Client Development Associatejob description is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee.

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays with 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 (6 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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
• Pet Insurance

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here .

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