[Remote] Client Development Associate

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.ResponsibilitiesOnboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retentionPartner with the Regional Vice President (RVP) to manage new client onboarding from initial agreement to becoming an official clientExecute the Three-Part New Client Onboarding Process, ensuring accuracy and timelinessPrepare, send, and process all required client paperwork and documentationSet up new clients across all Mercer systems and maintain accurate recordsCreate and manage onboarding checklists to track progress and ensure completion of all stepsMonitor custodian platforms to confirm account linking, funding, and transfers are completed promptlyProactively follow up with custodians to resolve issues and prevent delays in the onboarding processFacilitate smooth hand-off to the Wealth Management Team (WMT) by introducing the client and providing a completed onboarding checklistDrive Price Modification Request process and ensure compliance documentation is delivered to clientsTrack and secure additional assets and opportunities during the first year of the client relationship, including running Fi360 attestations for new retirement assetsEnsuring adherence to company standardsOther duties as neededSkillsBachelor's degree preferredPrior financial services or related administrative support experienceSales experience highly preferredSeries 65 or combination of Series 7 and 66 license preferred; will be required to obtain the Series within first 6 months of employmentUnderstanding of the financial services industryStrong analytical, organizational and presentation skillsExceptional verbal and written communication skillsExperience working with high-level, busy professionalsMust work well in a team environment and present a positive and professional demeanorSelf-starter, active contributor and ability to listen to and deliver on client's needs and expectationsMust be highly flexible and confidential with all mattersAbility to occasionally travel (to both channel partner offices and prospects')BenefitsCompany Paid Basic Life & AD&D InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent 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 daysEmployee Assistance PlanFamily Medical LeavePaid 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 ProgramCompany 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 optionPet InsuranceCompany OverviewMercer 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/.



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