Client Development Associate (Pacific Standard Time)

Summary

Mercer Advisors is a financial advisory firm that integrates financial planning, investment management, business management, tax, estate, and insurance services for families. The Client Development Associate guides new clients through onboarding, managing documentation, account setup, system records, custodian coordination, and the transition to the Wealth Management Team. The role also tracks additional assets and ensures compliance and a seamless client experience.

Responsibilities

• Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention
• Partner with the Regional Vice President (RVP) to manage new client onboarding from initial agreement to becoming an official client
• Execute the Three-Part New Client Onboarding Process, ensuring accuracy and timeliness
• Prepare, send, and process all required client paperwork and documentation
• Set up new clients across all Mercer systems and maintain accurate records
• Create and manage onboarding checklists to track progress and ensure completion of all steps
• Monitor custodian platforms to confirm account linking, funding, and transfers are completed promptly
• Proactively follow up with custodians to resolve issues and prevent delays in the onboarding process
• Facilitate smooth hand-off to the Wealth Management Team (WMT) by introducing the client and providing a completed onboarding checklist
• Drive Price Modification Request process and ensure compliance documentation is delivered to clients
• Track and secure additional assets and opportunities during the first year of the client relationship, including running Fi360 attestations for new retirement assets
• Ensuring adherence to company standards
• Other duties as needed

Skills

• Prior financial services or related administrative support experience
• 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')
• This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM
• At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs
• Routinely sitting and standing for periods of time
• No heavy lifting over 10 lbs
• Bachelor's degree preferred
• Sales experience highly preferred

Qualifications

Must Haves

• Prior financial services or related administrative support experience
• 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')
• This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM
• At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs
• Routinely sitting and standing for periods of time
• No heavy lifting over 10 lbs

Nice to Haves

• Bachelor's degree preferred
• Sales experience highly preferred

Benefits

• This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.
• 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
• Basic technology needs will be provided to satisfy position requirements