Client Development Associate

Mercer Advisors

Client Development Associate onboarding new clients at Mercer Advisors. Driving sales momentum and fostering relationships to ensure best client experience during onboarding.

Posted 6/24/2026full-timeRemote • 🇺🇸 United StatesJuniorMid-Level💰 $72,250 - $85,000 per yearWebsite

About the role

Key responsibilities & impact

Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention.
Ensuring follow-up and seamless handoffs from RVPs to Wealth Management Teams creating a solid onboarding experience
Driving sales momentum by proactively initiating and following up on opportunities with channel partners to drive business results and engage in proactive conversations.
Participating in prospect meetings, managing follow-up with prospects
Playing an integral role in closing of prospects using exceptional client service skills
Managing prospecting activity process including Client Questionnaire (CQ’s) and communications with Financial Consultants
Traveling to branch offices and events to proactively build and maintain ongoing engagement with channel partner branches as well as to support the RVPs with prospecting and meeting activities
Building and maintaining a strong network by proactively managing ongoing engagement with channel partner branches and prospects
Working closely with RVPs on various projects including coordinating events, reviewing financial data, and preparing reports
Fostering positive relationships with internal and external business partners as an ambassador of Mercer Advisors
Ensuring adherence to company standards
Other duties as needed

Requirements

What you’ll need

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’ locations)

Benefits

Comp & perks

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
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial services experiencesales experienceanalytical skillsorganizational skillspresentation skillsclient service skillsprospecting activity managementreport preparationfinancial data reviewclient questionnaire management

Soft Skills

communication skillsteamworkpositive demeanorself-starteractive contributorlistening skillsflexibilityconfidentialityrelationship buildingengagement management

Certifications

Bachelor's degreeSeries 65 licenseSeries 7 licenseSeries 66 license