Client Development Associate

Mercer Advisors

. Onboard new clients efficiently and professionally to support client retention .

Posted 11/11/2026full-timeRemote • United StatesJuniorMid-Level💰 $80,000 - $100,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client onboarding processes within the financial services industry, ensuring accurate documentation and compliance while maintaining strong communication and organizational skills. Capable of managing relationships with high-level professionals and driving client retention through effective onboarding strategies.

Highest-signal resume keywords

Client Onboarding ProcessFinancial Services ExperienceAnalytical SkillsVerbal And Written CommunicationOrganizational Skills

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Client DocumentationOnboarding ChecklistsAccount LinkingFunding And TransfersCompliance DocumentationFi360 AttestationsSales ExperienceRecord MaintenanceProblem ResolutionAsset Tracking

Soft Skills

Team CollaborationPositive DemeanorSelf-StarterActive ContributorListening Skills

Tools & Technologies

Mercer SystemsCustodian Platforms

Industry Keywords

Financial ServicesClient RetentionAdministrative SupportPresentation SkillsConfidentiality

About the role

Key responsibilities & impact

Onboard new clients efficiently and professionally to support client retention
Partner with the Regional Vice President to manage onboarding from initial agreement to official client status
Execute the Three-Part New Client Onboarding Process accurately and promptly
Prepare, send, and process required client paperwork and documentation
Set up new clients across Mercer systems and maintain accurate records
Create and manage onboarding checklists
Monitor custodian platforms for account linking, funding, and transfers
Follow up with custodians to resolve issues and prevent onboarding delays
Facilitate hand-off to the Wealth Management Team by introducing clients and providing completed onboarding checklists
Drive the Price Modification Request process and deliver compliance documentation
Track and secure additional assets and opportunities during the first year of client relationships
Run Fi360 attestations for new retirement assets
Ensure adherence to company standards
Perform other duties as needed

Requirements

What you’ll need

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
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 channel partner offices and prospects’ locations
Availability Monday through Friday, 8AM to 5PM, with occasional early or late hours

Benefits

Comp & perks

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, 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
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, supplemental STD, and Parental Leave
Adoption Assistance Reimbursement Program
Company Paid Concierge Services
401(k) Retirement Plan with Traditional and Roth plans, per-pay-period match, and after-tax option
Pet Insurance
Personalized financial planning and guidance at preferred employee pricing
Basic technology needs provided for position requirements