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Mercer Advisors

A family office for your family.

Client Development Coordinator

Client PartnerSalesFull TimeRemoteMid LevelTeam 501-1,000Since 1985H1B No SponsorCompany SiteLinkedIn

Location

United States

Posted

41 days ago

Salary

$25 - $29 / hour

Seniority

Mid Level

Job Description

Client Development Coordinator

Mercer Advisors

Role Description The Client Development Coordinator provides critical administrative, operational, and client-development support to the Regional Vice Presidents and Direct Client Development team. This role is primarily a support position focused on coordination, follow-up, data management, and internal collaboration. The Client Development Coordinator plays an important role in supporting growth initiatives, enhancing internal efficiency, and ensuring a positive experience for prospective clients through strong organizational, communication, and problem-solving skills. - 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 Qualifications - High School diploma with a Bachelor’s degree highly preferred - Prior sales support experience a plus - Financial services industry experience 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 Requirements - This 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 - All 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 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

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