- 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.
- Monitor custodian platforms to confirm account linking, funding, and transfers are completed promptly.
- Facilitate smooth hand-off to the Wealth Management Team (WMT) by introducing the client and providing a completed onboarding checklist.
- Track and secure additional assets and opportunities during the first year of the client relationship, including running Fi360 attestations for new retirement assets.
Analytical SkillsOrganizational skillsPresentation skills+1 more