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Client Development Coordinator

1 month, 1 week ago
United States
Full-time
Junior
Operations Specialist
Sales and Business Development
CRM Salesforce
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 19

Description

  • Provide day-to-day administrative and operational support to Regional Vice Presidents and the Direct Client Development team.
  • Coordinate internal and external meeting schedules.
  • Prepare meeting materials, assist with case preparation, and organize follow-up items.
  • Maintain accurate meeting notes and update CRM systems with timely documentation.
  • Support client and prospect outreach through email communications and follow-up requests.
  • Coordinate with internal teams to complete client development-related requests in a timely manner.
  • Assist with pipeline tracking, reporting, and data integrity across systems.
  • Support hand-off processes between client development, onboarding, and service teams.
  • Perform other duties as needed.

Requirements

  • High school diploma required; bachelor's degree highly preferred.
  • Prior sales support experience is a plus.
  • Experience in the financial services industry is a plus.
  • Ability to prioritize in a fast-paced environment while maintaining client focus and attention to detail.
  • Excellent verbal and written communication skills.
  • Strong skills in Microsoft Word, Excel, and Outlook are required.
  • Prior experience using a CRM system, such as Salesforce, is a plus.
  • Ability to collaborate and build positive relationships with internal teams, prospects, and clients.
  • Strong desire for continuous self-learning and professional growth.
  • Availability to work standard business hours, Monday through Friday from 8:00 AM to 5:00 PM, with occasional early or late hours as needed.

Benefits

  • Base pay range of $25 to $29 USD per hour.
  • Eligibility 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.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave for 8 weeks.
  • 401(k) retirement plan with Traditional and Roth options, employer match, and an after-tax option.
  • Health benefits including Cigna medical plans, Kaiser plans in California, dental, vision, and HSA contributions for eligible plans.
  • Employee assistance program, family medical leave, adoption assistance, pet insurance, and concierge services.
  • Personalized financial planning and guidance at preferred employee pricing.

Interested in this position?

Apply directly on the company website

Apply Now

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