Note: The job is a remote job and is open to candidates in USA. Mercer Advisors is a company dedicated to helping families simplify their financial lives. The Client Development Coordinator provides essential administrative and operational support to the Regional Vice Presidents and Direct Client Development team, focusing on coordination, follow-up, and data management to enhance internal efficiency and client experience.
Responsibilities
- Provide day-to-day administrative and operational support to Regional Vice Presidents and the Direct Client Development team
- Coordinate scheduling of internal and external meetings
- Prepare meeting materials, assist with case preparation, and organize follow-up items
- Maintain accurate meeting notes and update CRM systems to ensure timely and accurate documentation
- Support client and prospect outreach activities, including email communications and follow-up requests
- Coordinate with internal teams to ensure the timely completion of requests related to client development activities
- Assist with pipeline tracking, reporting, and data integrity across systems
- Support hand-off processes between client development, onboarding, and service teams as needed
- Other duties as needed
Skills
- High School diploma with a Bachelor's degree highly preferred
- Prior sales support experience a plus
- Financial services industry a plus
- Ability to prioritize in a fast-paced environment while maintaining client focus and demonstrating attention to detail
- Enjoy collaborating and building positive relationships internally with co-workers and externally with prospects and clients
- Excellent verbal and written communications skills a must
- Strong MS Word, Excel, and Outlook skills required; prior use of CRM system (Salesforce) a plus
- Strong desire for continuous self-learning and professional growth
Benefits
- 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
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing
Company Overview
Mercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.