Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a leading financial services firm dedicated to enhancing the financial lives of families. The Client Development Associate plays a crucial role in the onboarding process for new clients, ensuring a seamless transition from initial agreement to official client status while collaborating with the Wealth Management Team.
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
Skills
- 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 Cigna medical plans offerings 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 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 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
Company Overview
Mercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.