Mercer Advisors · 2 days ago
Client Development Associate
United States
Full-time
Remote
New Grad, Entry Level
$72K/yr - $85K/yrMercer Advisors is an independent, national fiduciary firm dedicated to helping families simplify and amplify their financial lives. The Client Development Associate plays a crucial role in guiding new clients through the onboarding process, ensuring a seamless and positive experience as they transition to official clients.
AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management
Responsibilities
Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention
Partner with the Regional Vice President (RVP) 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 (WMT) 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
Qualification
Required
Bachelor's degree preferred
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')
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
Company data provided by crunchbase