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Client Development Associate

1 month, 2 weeks 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 24

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

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