Why Work at Mercer Advisors?
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*
Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.
Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.
Job Summary:At Mercer Advisors, we know that the first steps in a client’s journey are critical to building a lasting relationship. The Client Development Associate (CDA) plays a key role in guiding new clients from initial agreement to becoming an official client, ensuring their onboarding experience is seamless and exceptional. Acting as the bridge between the Regional Vice President (RVP) and the Wealth Management Team (WMT), the CDA manages all aspects of the onboarding process—from setting up accounts and processing paperwork to facilitating introductions and tracking initial assets. This role is designed for detail-oriented professionals who thrive on creating a positive first impression and delivering an outstanding client experience during this pivotal stage.
Essential Job Functions for this role include:Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention.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.Create and manage onboarding checklists to track progress and ensure completion of all steps.Monitor custodian platforms to confirm account linking, funding, and transfers are completed promptly.Proactively follow up with custodians to resolve issues and prevent delays in the onboarding process.Facilitate smooth hand-off to the Wealth Management Team (WMT) by introducing the client and providing a completed onboarding checklist.Drive Price Modification Request process and ensure compliance documentation is delivered to clients.Track and secure additional assets and opportunities during the first year of the client relationship, including running Fi360 attestations for new retirement assets.Ensuring adherence to company standardsOther duties as needed
Knowledge, Skills, and Abilities:Bachelor’s degree preferredPrior financial services or related administrative support experienceSales 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 employmentUnderstanding of the financial services industryStrong analytical, organizational and presentation skillsExceptional verbal and written communication skillsExperience working with high-level, busy professionalsMust work well in a team environment and present a positive and professional demeanorSelf-starter, active contributor and ability to listen to and deliver on client’s needs and expectationsMust be highly flexible and confidential with all mattersAbility to occasionally travel (to both channel partner offices and prospects’)
Work Schedule:This professional role requires availability during standard business hours of Monday through Friday from 8AM to 5PM. At times, the role may have early or late hours to meet business tasks and deadlines for external and internal client needs.All roles classified as a non-exempt are required to record working time into the timekeeping system daily at the start and end of each workday plus a 30-minute unpaid lunch period.
Working Conditions:This position may be in a professional office environment or a dedicated home office workspace which is free of interruptions. Whether position is in a dedicated office space or home office workspace, basic technology needs will be provided to satisfy position requirements. Routinely sitting and standing for periods of time. No heavy lifting over 10 lbs.
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
$72,250
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$85,000 USD
Benefits:
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. We offer the following:
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.
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