Client Development Associate

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

📋 Description

• Efficiently and professionally onboarding new clients to Mercer Advisors to enhance client retention.

• Ensuring seamless follow-up and handoffs from RVPs to Wealth Management Teams to create a robust onboarding experience.

• Proactively initiating and following up on opportunities with channel partners to drive sales momentum and engage in proactive discussions.

• Participating in prospect meetings and managing follow-up communications with potential clients.

• Playing a key role in closing prospects through exceptional client service skills.

• Overseeing the prospecting activity process, including the Client Questionnaire (CQ) and communications with Financial Consultants.

• Traveling to branch offices and events to proactively build and sustain ongoing engagement with channel partner branches, as well as support RVPs in prospecting and meeting activities.

• Developing and nurturing a strong network by actively managing continuous engagement with channel partner branches and prospects.

• Collaborating closely with RVPs on various projects, including event coordination, financial data review, and report preparation.

• Cultivating positive relationships with internal and external business partners as a representative of Mercer Advisors.

• Ensuring compliance with company standards.

• Performing other duties as required.

⛳️ Requirements

• Bachelor’s degree is preferred.

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

• Sales experience is highly desirable.

• Series 65 or a combination of Series 7 and 66 licenses is preferred; obtaining the required Series within the first 6 months of employment is mandatory.

• Knowledge of the financial services industry is essential.

• Strong analytical, organizational, and presentation skills are required.

• Exceptional verbal and written communication abilities are necessary.

• Experience working with high-level, busy professionals is important.

• Must be able to function well in a team environment and maintain a positive, professional demeanor.

• Self-starter with the ability to actively contribute and respond to client’s needs and expectations.

• Must maintain a high level of flexibility and confidentiality regarding all matters.

• Ability to occasionally travel to both channel partner offices and clients’ locations is required.

🏝️ 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 Plans.

• Vision Insurance Plan.

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

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

• Generous paid time off program for vacations and sick days.

• Employee Assistance Plan.

• Family Medical Leave.

• Paid Parental Leave (8 weeks).

• Maternity benefits that include company paid STD, any supplemental STD, and Parental Leave (8 weeks) to allow for recovery, bonding with the baby, and quality family time.

• Adoption Assistance Reimbursement Program.

• Company Paid Concierge Services for you and your loved ones, addressing a range of care needs for aging parents, young children, and life’s challenges.

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

• Pet Insurance.

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