Client Development Associate

Job Summary

The Client Development Associate works in partnership with the Regional Vice President and Wealth Management Team to ensure new clients have the best client experience during the initial New Client On-Boarding process. The Client Development Associate also works as a partner to the Regional Vice Presidents (RVPs), with various responsibilities in Mercer Advisors’ sales efforts, including strengthening relationships with channel partners, identifying opportunities, and helping to drive leads to close.

• 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 (CQ’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

• 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’ locations)

Daytime hours, standing, sitting, regular travel, indoors and outdoors, will be assigned to a workstation, no heavy lifting over 20 lbs.

$68,000 - $80,000 USD

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

• 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 plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including 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 (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

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Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

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