Mercer Advisors · 3 days ago
Client Development Associate
United States
Full-time
Remote
New Grad, Entry LevelMercer Advisors is a leading financial services firm dedicated to simplifying financial lives for families. The Client Development Associate will partner with the Regional Vice President and Wealth Management Team to ensure a seamless onboarding experience for new clients and drive sales through proactive engagement with channel partners.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
Responsibilities
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 (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
Qualification
Required
Prior financial services or related administrative support experience
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')
Preferred
Bachelor's degree preferred
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
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 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.
Two comprehensive Dental Plans
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
Company
Mercer Advisors
Mercer Advisors is a full-service wealth management firm.
Founded in 1985
501-1000 employees
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
Altas PartnersHarvest PartnersOak Hill Capital Partners
2023-06-06Private Equity
2023-02-28Private Equity
2019-09-17Private Equity
Leadership Team
Peter Ip
Senior Vice President and Relationship Manager
Recent News
2026-01-07
2026-01-07
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