A family office for your family.
Client Development Associate
Location
United States
Posted
1 day ago
Salary
$72.3K - $85K / year
Seniority
Mid Level
Job Description
Client Development Associate
Mercer Advisors
• Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention. • Ensuring follow-up and seamless handoffs from RVPs to Wealth Management Teams creating a solid onboarding experience • Driving sales momentum by proactively initiating and following up on opportunities with channel partners to drive business results and engage in proactive conversations. • Participating in prospect meetings, managing follow-up with prospects • Playing an integral role in closing of prospects using exceptional client service skills • Managing prospecting activity process including Client Questionnaire (CQ’s) and communications with Financial Consultants • Traveling to branch offices and events to proactively build and maintain ongoing engagement with channel partner branches as well as to support the RVPs with prospecting and meeting activities • Building and maintaining a strong network by proactively managing ongoing engagement with channel partner branches and prospects • Working closely with RVPs on various projects including coordinating events, reviewing financial data, and preparing reports • Fostering positive relationships with internal and external business partners as an ambassador of Mercer Advisors • Ensuring adherence to company standards • Other duties as needed
Job Requirements
- Bachelor’s degree preferred
- Prior financial services or related administrative support experience
- Sales experience highly preferred.
- Series 65 or combination of Series 7 and 66 license preferred; will be required to obtain the Series within first 6 months of employment
- 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 well in a team environment and present a positive and professional demeanor
- Self-starter, active contributor and ability to listen to and deliver on client’s needs and expectations
- Must be highly flexible and confidential with all matters
- Ability to occasionally travel (to both channel partner offices and prospects’ locations)
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
Related Guides
Related Categories
Related Job Pages
More General Jobs
• Responsible for preparing cost estimates, managing budgets, analyzing project costs, and supporting procurement and contract administration throughout the project lifecycle. • Work independently on day-to-day tasks and coordinate with the project team as needed. • Deliver accurate reports and updates regularly. • Focus primarily on detailed cost estimations with 80% engagement on detailed estimation (AACE Class 3 and 2) and 20% involvement in early stages (AACE Class 5 and 4). • Conduct analysis to estimate materials, machinery, equipment, and labor costs for construction projects. • Develop bills of quantities for construction activities. • Prepare cost estimates and budgets for construction projects. • Prepare detailed construction schedules for construction projects. • Review and challenge proposals from contractors, subcontractors, and suppliers. • Prepare and submit progress reports and variations to stakeholders. • Quote materials, machinery, equipment, labor and services. • Resolve any disputes related to costs or contracts.
• Travel to retail locations throughout the continental US to install, configure, and commission POS hardware and software. • Perform installations during pre-opening windows to ensure all systems are fully operational with limited disruption to business. • Disassemble the previous POS system and organize components into boxes for the retailer to dispose of. • Set up and connect Scotch POS terminals, cash drawers, receipt printers, barcode scanners, payment/card readers, customer-facing displays, and related peripherals. • Run, route, and manage cabling; coordinate with on-site networking and electrical as needed to ensure proper connectivity. • Install and update POS software, apply configurations, and verify integration with back-office, payment, and inventory systems. • Test all hardware and software end-to-end, troubleshoot and resolve issues on-site, and confirm full functionality before sign-off. • Provide basic orientation or training to store staff on the installed system when required. • Complete installation checklists, documentation, and reporting accurately and on time. • Communicate status, blockers, and completion to project managers, store contacts, and the deployment team. • Maintain, transport, and account for tools, equipment, and inventory while traveling. • Adhere to all safety, security, and brand standards while working on-site. • Manage travel arrangements for all installations (hotel, flight, rental car, etc.)
• Own a high-volume pipeline of inbound leads sourced from our campus and university partnerships, from initial inquiry through enrollment • Serve as the primary contact for prospective students, providing clear, honest guidance on programs, tuition, funding options, and admissions requirements • Conduct individual admissions consultations to assess each student's goals, readiness, and fit for ACI Tech Academy's programs • Set accurate expectations about what it takes to succeed in our fast-paced, certification-focused programs, with a direct impact on on-time graduation outcomes • Maintain thorough, accurate records of all student interactions and enrollment activity in our CRM, with consistent outreach cadence and follow-up discipline • Represent ACI Tech Academy with integrity in all student and partner-facing interactions, in full alignment with ACI's core values • Participate in occasional evening or weekend events in support of prospective student engagement through campus and university partners.
We are looking for a proactive PV Officer and/or Senior PV Associate to work within the Clinigen Lifecycle Services team and will be dedicated to one or more of our pharmaceutical clients with a truly global presence supporting the collation, processing and analysis of safety information on behalf of a Client(s) product(s); this unique industry-changing relationship redefines collaboration. This role requires you to be a passionate pharmacovigilance professional, who is a dedicated and enthusiastic team player, that wants to work with a new business that strives to gain and maintain an exceptional reputation as a PV Service Provider that is knowledgeable, cares and produces high quality work We are looking for applicants based in Central and Eastern Europe (remote), Malaysia and South Africa. **Key Responsibilities:** - Working within the Pharmacovigilance Operations team - Assess and process serious adverse events (SAEs) and Individual Case Safety Reports (ICSRs) into the Global Drug Safety database - Support quality and efficiency strategies within the organisation - Assisting in departmental regulatory inspection preparedness for the company pharmacovigilance system and actively participating in PV inspections or audits as required - Contributes to improvements of team processes. - Other PV operational activities or initiatives as assigned - Maintaining good client relations and ensuring a consistently high quality of work for each client. - Review of Medical Information Enquiries and Product Quality Complaints to ensure all safety information has been captured. **For the Clients** - Managing mailboxes – responding to data entry / case processing queries from Clients and Client Partners, providing responses - Triage, tracking and forwarding of safety data from client Managed Access Programmes. - Case processing of SAEs and/or ICSRs - Case regulatory reporting; preparing relevant cases for submission and sending to the relevant Regulatory Authorities - Working on E2B/R3 format reporting and Case Finalization; reading error messages and taking steps to correct cases as a result of negative acknowledgments. - Supporting investigation of cases of non-compliance of SAEs/ICSRs - Performing Literature Article reviews - Performing follow-up related to queries and requests regarding case handling - Communicating with Clients and/Partners regarding the evaluation and processing of ICSRs - Performing quality-control of cases in the Global Drug Safety database - Performing reconciliation activities as per Client contracts and each Client Operating Guideline (COG) - Assists when required in Partner, Health Authority Audits/Inspections. - Participation in Client audits and inspections **Additional Duties** - The list of duties is not intended to be exhaustive, but gives a general indication of the tasks involved; - Support the collation and dissemination of quality and compliance metrics for pharmacovigilance and medical information activities - It is the nature of the company that tasks and responsibilities are, in many circumstances, unpredictable and varied. All employees are, therefore, expected to work in a flexible way when the occasion arises and acknowledge that tasks not specifically covered in their job description are not excluded




