Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

S. * Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve.

With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets.

The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

Job Summary: The Client Development Associate works in partnership with the Regional Vice President and Wealth Management Team to ensure new clients have the best client experience during the initial New Client On-Boarding process.

Responsibilities

in Mercer Advisors’ sales efforts, including strengthening relationships with channel partners, identifying opportunities, and helping to drive leads to close. Essential Job Functions for the Client Development Associate will include: 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 Required Knowledge, Skills and Abilities: Bachelor’s degree preferred Prior financial services or related administrative support experience Sales experience highly preferred.