Client Development Associate

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

• 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