[Hiring] 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