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. The Client Development Associate also works as a partner to the Regional Vice Presidents (RVPs), with various 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.
• Series 65 or combination of Series 7 and 66 license preferred; will be required to obtain the Series within first 6 months of employment

• 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’ locations)

Working Conditions:

Daytime hours, standing, sitting, regular travel, indoors and outdoors, will be assigned to a workstation, no heavy lifting over 20 lbs.

Application Deadline: The initial deadline for applications is 7/7/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.