Client Development Associate (Pacific Standard Time)
Core
Guide new clients from initial agreement to becoming official clients, ensuring seamless onboarding and a positive first impression.
Role type
Client Development Associate (Onboarding Specialist)
Builds
New client accounts and relationships for a Registered Investment Advisor (RIA)
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Client onboarding management, paperwork processing, system setup, custodian platform monitoring, compliance documentation, asset tracking, checklists management
Preferred skills
Sales experience, financial services industry knowledge, analytical skills, organizational skills, presentation skills
Technologies
Mercer systems, custodian platforms, Fi360
Responsibilities
Execute the Three-Part New Client Onboarding Process, prepare and process client paperwork, set up new clients across Mercer systems, monitor custodian platforms for account linking and funding, facilitate hand-off to the Wealth Management Team, track additional assets and opportunities in the first year
Seniority
Individual Contributor, entry to mid-level