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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
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Wealth management firm delivering a family-office-style approach — investment management, financial planning, tax, estate, and insurance — to high-net-worth families since 1985.
Visit company websiteJobs and hiring trendsUSD 80000-110000 / year
Mid
Remote
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