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.
* 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:
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 standards
- Other duties as needed
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’)
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.
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:
- Company Paid Basic Life & AD&D Insurance
- 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
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.
Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.
If you need an accommodation during the application or hiring process, please email [email protected]. This inbox is for accommodation requests only.
For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.
If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
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