Client Development Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Efficiently and professionally onboard new clients to Mercer Advisors.

• Collaborate with the Regional Vice President to oversee the onboarding process from the initial agreement to official client status.

• Accurately and promptly execute the Three-Part New Client Onboarding Process.

• Prepare, send, and manage all necessary client paperwork and documentation.

• Set up new clients within Mercer systems while ensuring accurate record maintenance.

• Develop and oversee onboarding checklists.

• Monitor custodian platforms for account linking, funding, and transfers.

• Follow up with custodians to address issues and mitigate delays.

• Facilitate the transition to the Wealth Management Team by introducing clients and providing completed onboarding checklists.

• Manage the Price Modification Request process and ensure delivery of compliance documentation.

• Track and secure additional assets and opportunities during the initial year of client relationships.

• Conduct Fi360 attestations for new retirement assets.

• Ensure compliance with company standards.

• Perform additional duties as required.

⛳️ Requirements

• A Bachelor’s degree is preferred.

• Previous experience in financial services or related administrative support is required.

• Sales experience is highly desirable.

• A solid understanding of the financial services industry.

• Strong analytical, organizational, and presentation abilities.

• Excellent verbal and written communication skills.

• Experience engaging with high-level, busy professionals.

• Ability to thrive in a team environment while maintaining a positive, professional demeanor.

• A self-starter who actively contributes and is responsive to client needs and expectations.

• Highly flexible with a commitment to confidentiality.

• Willingness to occasionally travel to channel partner offices and client locations.

• Availability Monday through Friday, from 8 AM to 5 PM, with the potential for 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 plan options, 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 for those enrolled in either HDHP medical plan.

• Two comprehensive Dental Plan options.

• Vision Insurance Plan.

• Dependent Care Savings Account for child and dependent care expenses.

• 14 Company Paid Holidays, including a full week off at Thanksgiving.

• Generous paid time off program for vacation and sick leave.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits that utilize company-paid STD, any supplemental STD, plus Parental Leave (8 weeks).

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services.

• 401(k) Retirement Plan featuring Traditional and Roth options, per-pay-period match, and after-tax choices.

• Pet Insurance.

• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.

• Basic technology requirements provided for office or home workspace.

• Eligibility for incentive compensation.