Client Development Associate (Pacific Standard Time)

Why Work at Mercer Advisors ?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* 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.

- 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 we