Jobs in the United States

25+ jobs

Group jobs by employerEmail me new jobs Save this search

Added just now
RN Pre-Op & Recovery FT
Surgery Partners
St. Peters, MO
Associate's Degree or Bachelor's Degree in Nursing from an accredited nursing program.
Added just now
PI
Registered Behavior Technician
People Incorporated
Fall River, MA
- $24.75 USD / hour
High school diploma is required; associate’s or bachelor’s degree in a related field is preferred.
Added 1 min ago
Community Integration Manager (CIM) -Gates Chili NY - Day Services
Lifetime Assistance
Rochester, NY
No-Premium Health Insurance: Access comprehensive healthcare at no extra cost.
Added 1 min ago
EE
Shipping
Express Employment Professionals
Vonore, TN
- $18.19 USD / hour
Added 2 mins ago
Production Associate - Builder/Material Handler - 2nd Shift
Cintas
Milwaukee, WI
Cintas is seeking a Production Associate – Builder/Material Handler to support the Rental Division. The Builder/Material Handler is responsible for accurately locating, counting, sorting…
Added 2 mins ago
Retail Associate
GOODWILL OF WESTERN & NORTHERN CONNECTICUT
Danbury, CT
As a Retail Associate, you would be an essential part of ensuring the success of our stores and Goodwill’s mission. When a retail team member assists a Goodwill shopper find a treasure on…
Added 2 mins ago
Seasonal Wrap & Pack Associate, Bergdorf Goodman
SAKS & CO LLC
United States
As a Support Associate, Wrap & Pack you will be responsible for wrapping customer purchases and preparing them for shipment in accordance with company standards. This includes packaging,…
Added 2 mins ago
General Warehouse Associate (Receiving)
SAKS & CO LLC
United States
The associate must demonstrate the willingness and ability to:
Added 2 mins ago
Retail Associate
GOODWILL OF WESTERN & NORTHERN CONNECTICUT
Danbury, CT
As a Retail Associate, you would be an essential part of ensuring the success of our stores and Goodwill’s mission. When a retail team member assists a Goodwill shopper find a treasure on…
Added 3 mins ago
TC
Customer Care Center - Account Technician (Part Time)
The Cincinnati Insurance Companies
Fairfield, OH
- $20 to $22 USD / hour
- Part-time
At The Cincinnati Insurance Companies, we put people first and apply the Golden Rule to our daily operations. To put this into action, we’re looking for extraordinary people to join our…
Added 3 mins ago
Pharmacy Coordinator Senior
Highmark Health
Jefferson City, MO
Added 3 mins ago
Surveying Technician
The Gateway Engineers, Inc.
Pittsburgh, PA
Company paid short-term and long-term disability insurance and life insurance
Added 3 mins ago
Lead Warehouse Associate
Factory Motor Parts
Omaha, NE
We are looking for an energetic and highly-motivated Lead Operations Associate who is interested in working in a dynamic, fast paced warehouse environment. We offer plenty of room for…
Added 3 mins ago
Instructor, Electrical Systems
Asheville-Buncombe Technical Community College
NC
…Engineering Technology Departments and advises students pursuing the Associate of Electronics Engineering Technology and Computer Engineering Technology…
Added 3 mins ago
CO
Clinical Supervisor, School-Based Services
Care Options for Kids
Boise, ID
- $75,000 to $80,000 USD / year
Must have adequate vision and hearing to meet the requirements of this position · Must possess the ability for frequent and/or prolonged bending, stooping, squatting, standing, kneeling, pushing, pulling, carrying, reaching, etc
Added 3 mins ago
DISTRICT CHEF- Fresh Ideas Campus Dining- TRAVEL MO, IL, KY, LA, GA
Compass Group, North America
MO, IL, KY, LA, GA, MO
Added 4 mins ago
FD
Associate Insurance Agent
Farmers District 40
Wyoming, MI
- $17 to $24 USD / hour
…Smith Agency, a respected member agency within the Farmers Insurance network, as an Associate Insurance Agent in Wyoming,…
Added 4 mins ago
Production Associate (Tempo) - 2nd Shift - Days Off: Saturday/Sunday
Home Chef
Atlanta, GA
Must have strong attention to detail while picking ingredients in the meal bagging/kitting process
Added 4 mins ago
Production Associate (Tempo) - 1st Shift - Days Off: Saturday & Sunday
Home Chef
Atlanta, GA
Must have strong attention to detail while picking ingredients in the meal bagging/kitting process
Added 4 mins ago
W
Home Team Associate
Walmart
TEATICKET, MA
- $18 to $31 USD / hour
…benefits include 401(k), stock purchase and company-paid life insurance. Paid time off benefits include parental leave, family care leave, bereavement, jury duty, and voting. Other benefits…
Added 4 mins ago
OS
Retail Store Associate - Part Time
Ocean State Job Lot
Middleboro, MA
- Part-time
30% Associate Discount: Enjoy exclusive savings on our amazing products!
Added 4 mins ago
CE
Preschool Teacher
Cadence Education
West Bridgewater, MA
- $18 to $23.4 USD / hour
Associate or Bachelor’s degree in Early Childhood Education or a related field is preferred.
Added 4 mins ago
BM
Urgent Opening: Infant Toddler Teacher
Bambini Montessori Academy
Ellicott City, MD
- $17 to $20 USD / hour
Medical, dental, and vision insurance (employee contribution applies)
Added 4 mins ago
BM
Urgent Opening: Infant Toddler Teacher (Part-Time)
Bambini Montessori Academy
Gambrills, MD
- $17 to $22 USD / hour
- Part-time
Medical, dental, and vision insurance (employee contribution applies)
Added 4 mins ago
BM
Hiring Now: Preschool Teacher
Bambini Montessori Academy
Gambrills, MD
- $18 to $21 USD / hour
Associate's Degree in Early Childhood Education preferred.

Mercer Advisors

Client Development Associate

Remote, United States

$80,000 - $100,000 USD

Apply on job-boards.greenhouse.io About employer

Applications open in a new tab.

Job details

Pay: $80,000 - $100,000 USD
Posting language: English
Posted: Nov 11, 2026

Original job description

Why Work at Mercer Advisors?

For 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.

Today, 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.*

Mercer 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.

Join us and help families amplify and simplify their financial lives with confidence.

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.

Job Summary:

At 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.

Essential Job Functions for this role include:

Onboarding new clients to Mercer Advisors efficiently and professionally to ensure better client retention.
Partner with the Regional Vice President (RVP) to manage new client onboarding from initial agreement to becoming an official client.
Execute the Three-Part New Client Onboarding Process, ensuring accuracy and timeliness.
Prepare, send, and process all required client paperwork and documentation.
Set up new clients across all Mercer systems and maintain accurate records.
Create and manage onboarding checklists to track progress and ensure completion of all steps.
Monitor custodian platforms to confirm account linking, funding, and transfers are completed promptly.
Proactively follow up with custodians to resolve issues and prevent delays in the onboarding process.
Facilitate smooth hand-off to the Wealth Management Team (WMT) by introducing the client and providing a completed onboarding checklist.
Drive Price Modification Request process and ensure compliance documentation is delivered to clients.
Track and secure additional assets and opportunities during the first year of the client relationship, including running Fi360 attestations for new retirement assets.
Ensuring adherence to company standards
Other duties as needed

Knowledge, Skills, and Abilities:

Bachelor’s degree preferred
Prior financial services or related administrative support experience
Sales experience highly preferred.
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’)

Work Schedule:

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.

Working Conditions:

This 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.

Application 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. The 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.

Total expected cash compensation range

$80,000 - $100,000 USD

Benefits:

Mercer 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:

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

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer 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.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here. CCPA Notice at Collection

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.

Apply on job-boards.greenhouse.io About employer

More about this job

Skills

Certified dental assistant
Onboarding
Documentation
Regulatory compliance
Administrative support
Sales
Presentation skills
Communication skills
Heavy lifting

Report this job

Work requirements

Jobs in the United States