RemoteLeaf Logo
Log in Sign up

Client Development Associate

3 weeks, 6 days ago
United States
Full-time
Junior
Business Development
Customer and Technical Support
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 21

Description

  • Onboard new clients efficiently and professionally to support strong client retention.
  • Coordinate seamless follow-up and handoffs from Regional Vice Presidents to Wealth Management teams.
  • Proactively engage channel partners to build sales momentum and drive opportunities forward.
  • Participate in prospect meetings and manage follow-up with prospects.
  • Support the closing of prospects through strong client service and relationship management.
  • Manage prospecting activities, including Client Questionnaires and communications with Financial Consultants.
  • Travel to branch offices and events to support RVP prospecting, meetings, and partner engagement.
  • Build and maintain ongoing relationships with channel partner branches and prospects.
  • Work with RVPs on projects such as event coordination, financial data review, and report preparation.
  • Foster positive relationships with internal and external business partners while adhering to company standards.

Requirements

  • Bachelor’s degree preferred.
  • Prior experience in financial services or related administrative support.
  • Sales experience highly preferred.
  • Series 65 or Series 7 and 66 license preferred; must obtain the Series within the 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.
  • Ability to work well in a team environment and maintain a positive, professional demeanor.
  • Must be flexible, discreet, and able to travel occasionally to channel partner offices and prospects’ locations.

Benefits

  • Base pay range of $72,250 to $85,000 USD.
  • Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA support with company contributions for eligible plans.
  • 14 company-paid holidays, including a full week off at Thanksgiving, plus generous vacation and sick time.
  • Paid parental leave, family medical leave, adoption assistance, and employee assistance services.
  • 401(k) retirement plan with Traditional and Roth options, company match, and an after-tax contribution option.
  • Pet insurance and personalized financial planning services at preferred employee pricing.

Interested in this position?

Apply directly on the company website

Apply Now

Similar Roles

Coupang

[쿠팡] 리테일 MD 미디어 카테고리 (Book)

Coupang 1K-5K Internet Software & Services

쿠팡 Retail 조직에서 Media(Books) 카테고리의 신사업과 카테고리 성장을 이끌며 고객 만족을 높이는 Media Brand Manager 포지션입니다.

South Korea Full-time Lead Account Manager Business Development
13 hours, 44 minutes ago
F

Business Development Representative

Flix SE 1001-5000 Travel tech

Flix is hiring a Business Development Representative to manage bus operator partnerships, develop new business in the US Central region, and support network growth and profitability.

United States Full-time Mid Level Business Development
13 hours, 44 minutes ago
Restaurant Supply

GPO Business Development and Contracting Consultant

Restaurant Supply 11-50 Distributors

RestaurantSupply.com is seeking a GPO Business Development and Contracting Consultant to secure supplier agreements and expand its presence across major group purchasing organizations and cooperative purchasing networks.

United States Freelance Senior Business Development Contract Manager
E-commerce
13 hours, 59 minutes ago
Bybit

Business Development Specialist

Bybit 1K-5K Capital Markets

Bybit is hiring a commission-based Regional Business Development Specialist to expand its payments ecosystem across MENA and other global corridors, with responsibility for merchant and partner growth across Bybit Pay, Card, and Fiat.

Middle East Asia Europe Latin America Contract Junior Business Development
Blockchain
14 hours, 14 minutes ago

You're on a roll! Sign up now to keep applying.

Sign Up

Already have an account? Log in

Used by 14,729+ remote workers