Mercer Advisors
Client Development Associate
Remote, USA
Sponsorship not specified$68k-$80kDetected 13 days ago
ComplianceSalesCommunication
About the role
- 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.
- Essential Job Functions for the Client Development Associate will include:
- Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention.
Responsibilities
- Driving sales momentum by proactively initiating and following up on opportunities with channel partners to drive business results and engage in proactive conversations.
- 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
Requirements
- Required Knowledge, Skills and Abilities:
- For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
Skills
- Bachelor's degree preferred
- Prior financial services or related administrative support experience
- Sales experience highly preferred.
- 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
- Must be highly flexible and confidential with all matters
- Playing an integral role in closing of prospects using exceptional client service skills
Compensation
- $68,000 - $80,000 USD
- Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications.
- This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
- Base Pay Range
Benefits
- 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
- Generous paid time off program for vacation and sick days
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Mercer Advisors offers a competitive and robust benefit package to our employees.
- Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs.
Company info
- Ensuring adherence to company standards
- We offer the following:
- We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Equal opportunity
- equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
- If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com.
- This inbox is for accommodation requests only.
Apply directly at Mercer Advisors →Create a free account for alerts like thisView Mercer Advisors immigration profile
This listing is sourced directly from Mercer Advisors's careers page and normalized into a canonical job model.