Client Development Associate
New
M
Mercer AdvisorsWealth management
Location: Remote, USAFull-TimeMiddle
SalaryTotal expected cash compensation range $80,000 — $100,000 USD
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Job Details
- Required Skills
- Analytical SkillsOrganizational skillsPresentation skills
Requirements
- Prior financial services or related administrative support experience.
- Understanding of the financial services industry.
- A bachelor’s degree is preferred.
- Sales experience is highly preferred.
- 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 and maintain a positive, professional demeanor.
- Ability to listen to and deliver on client needs and expectations.
- Flexibility and discretion in handling confidential matters.
- Availability Monday through Friday, 8 a.m. to 5 p.m., with occasional early or late hours.
- Ability to occasionally travel to channel partner offices and prospects.
Responsibilities
- Partner with the Regional Vice President to manage onboarding from initial agreement to official client status.
- Execute the three-part new-client onboarding process accurately and on time.
- Prepare, send, and process client paperwork and documentation.
- Set up new clients across Mercer systems and maintain accurate records.
- Create and manage onboarding checklists to track completion.
- Monitor custodian platforms for account linking, funding, and transfers, and follow up with custodians to resolve issues.
- Introduce clients to the Wealth Management Team and provide the completed onboarding checklist.
- Drive the Price Modification Request process and deliver compliance documentation to clients.
- Track and secure additional assets and opportunities during the first year, including running Fi360 attestations for new retirement assets.
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