{"id":4081842,"url":"https://alion.io/job/mercer-advisors-client-development-associate","title":"Client Development Associate","company":{"id":1999,"name":"Mercer Advisors","domain":"merceradvisors.com","url":"https://alion.io/company/mercer-advisors","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":76,"open_postings":12,"ghost_share":0,"stale_share":0.75,"repost_share":0,"time_to_fill_p50_days":61,"computed_at":"2026-11-11T05:49:22Z"}},"role":"Finance","role_family":"Finance","seniority":null,"employment_type":null,"work_mode":"remote","remote_scope":"stated_countries","remote_scope_basis":"posting_text","remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["United States"],"countries":["US"],"hiring_countries":["US"],"hiring_countries_total":1,"salary":{"min":80000,"max":100000,"currency":"USD","period":"year","gross":null,"usd_annual":100000},"salary_estimate":null,"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-11T14:20:12Z","employer_posted_date":"2026-11-11","last_verified_at":"2026-11-11T17:34:38Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Why Work at Mercer Advisors?\nFor 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.\nToday, 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.*\nMercer 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.\nJoin us and help families amplify and simplify their financial lives with confidence.\n* 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.\n\nJob Summary:\n\nAt 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.\n\nEssential Job Functions for this role include:\n\nOnboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention.\nPartner with the Regional Vice President (RVP) to manage new client onboarding from initial agreement to becoming an official client.\nExecute the Three-Part New Client Onboarding Process, ensuring accuracy and timeliness.\nPrepare, send, and process all required client paperwork and documentation.\nSet up new clients across all Mercer systems and maintain accurate records.\nCreate and manage onboarding checklists to track progress and ensure completion of all steps.\nMonitor custodian platforms to confirm account linking, funding, and transfers are completed promptly.\nProactively follow up with custodians to resolve issues and prevent delays in the onboarding process.\nFacilitate smooth hand-off to the Wealth Management Team (WMT) by introducing the client and providing a completed onboarding checklist.\nDrive Price Modification Request process and ensure compliance documentation is delivered to clients.\nTrack and secure additional assets and opportunities during the first year of the client relationship, including running Fi360 attestations for new retirement assets.\nEnsuring adherence to company standards\nOther duties as needed\n\nKnowledge, Skills, and Abilities:\n\nBachelor’s degree preferred\nPrior financial services or related administrative support experience\nSales experience highly preferred.\nUnderstanding of the financial services industry\nStrong analytical, organizational and presentation skills\nExceptional verbal and written communication skills\nExperience working with high-level, busy professionals\nMust work well in a team environment and present a positive and professional demeanor\nSelf-starter, active contributor and ability to listen to and deliver on client’s needs and expectations\nMust be highly flexible and confidential with all matters\nAbility to occasionally travel (to both channel partner offices and prospects’)\n\nWork Schedule:\n\nThis 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. \nAll 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.\n\nWorking Conditions:\n\nThis 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.\n\nApplication Deadline: The initial deadline for applications is 12/31/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.\nThe annualized compensation range for this role is based on factors including, but not limited to, experience, skillset, and geographic location where work is performed. The cash compensation range includes both base salary and an annual bonus. The total compensation package may include additional cash bonus amounts and other incentive compensation.\nTotal expected cash compensation range\n$80,000—$100,000 USD\nBenefits:\nMercer 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:\nCompany Paid Basic Life & AD&D Insurance\nCompany Paid Short-Term and Long-Term Disability Insurance\nSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\nThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\nKaiser Medical plans available in California\nHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\nTwo comprehensive Dental Plans\nVision Insurance Plan\nDependent Care Savings Account for child and dependent care.\n14 Company Paid Holidays including a full week off at Thanksgiving.\nGenerous paid time off program for vacation and sick days\nEmployee Assistance Plan\nFamily Medical Leave\nPaid Parental Leave (8 weeks)\nMaternity 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.\nAdoption Assistance Reimbursement Program\nCompany 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.\n401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\nPet Insurance\nPersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\nWe are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\nMercer 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.\nIf you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only.\nFor information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.\nIf you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.\nCCPA Notice at Collection\nIf you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.","description_format":"text","description_chars":8488,"description_truncated":false,"requirements":{"experience_years_min":null,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Home office","Parental leave","Retirement plans","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-11-11T17:34:38Z"}],"visa":[],"liveness":{"score":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":61,"reasons":["conf:0","win:early"],"computed_at":"2026-11-11T18:29:56Z"},"pay":{"stated_usd_annual":100000,"is_top_pay":false},"html_url":"https://alion.io/job/mercer-advisors-client-development-associate","json_url":"https://alion.io/job/mercer-advisors-client-development-associate.json","meta":{"generated_at":"2026-11-11T18:29:56Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":35573,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-12T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1999},"rest":"https://alion.io/mcp/rest/get_company?id=1999"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmercer-advisors-client-development-associate"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":2,"usd":0.2},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmercer-advisors-client-development-associate"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmercer-advisors-client-development-associate"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/mercer-advisors-client-development-associate\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmercer-advisors-client-development-associate"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4081842}},{"tool":"search_jobs","arguments":{"company":"merceradvisors.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4081842},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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