Client Onboarding & Growth Specialist

Mercer Advisors; United States; On-site; USD 80,000 - 100,000; Full time

Benefits offered by this job

Health plans

Disability Insurance

401(k) Plan

Life Insurance

HSA

Job summary

Mercer Advisors is seeking a Client Development Associate to guide new clients from onboarding to official status, coordinating with the Regional Vice President and Wealth Management Team to ensure a seamless experience.

The CDA will manage account setups, paperwork, introductions, onboarding checklists, and tracking of initial assets. This role emphasizes detail, accuracy, and delivering an outstanding client experience during this pivotal stage.

Qualifications

• 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.

Responsibilities

• Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention.
• Partner with the Regional Vice President to manage new client onboarding from initial agreement to becoming an official client.
• Execute the Three-Part New Client Onboarding Process, ensuring accuracy and timeliness.
• Prepare, send, and process all required client paperwork and documentation.
• Set up new clients across all Mercer systems and maintain accurate records.
• Create and manage onboarding checklists to track progress and ensure completion of all steps.
• Monitor custodian platforms to confirm account linking, funding, and transfers are completed promptly.
• Proactively follow up with custodians to resolve issues and prevent delays in the onboarding process.
• Facilitate smooth hand-off to the Wealth Management Team by introducing the client and providing a completed onboarding checklist.
• Drive Price Modification Request process and ensure compliance documentation is delivered to clients.
• Track and secure additional assets and opportunities during the first year of the client relationship, including running Fi360 attestations for new retirement assets.
• Ensuring adherence to company standards
• Other duties as needed

Skills

Bachelor's degree

Financial services experience

Sales experience

Financial services knowledge

Analytical skills

Organizational skills

Presentation skills

Verbal and written communication

Teamwork

Self-starter

Education

Bachelor's degree preferred

Job description

Mercer Advisors is seeking a Client Development Associate to guide new clients from onboarding to official status, coordinating with the Regional Vice President and Wealth Management Team to ensure a seamless experience.

The CDA will manage account setups, paperwork, introductions, onboarding checklists, and tracking of initial assets. This role emphasizes detail, accuracy, and delivering an outstanding client experience during this pivotal stage.