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Mercer Advisors

Client Development Associate

The Client Development Associate works in partnership with the Regional Vice President and Wealth Management Team to ensure new clients have the best client experience during the initial New Client ...

Intap

Client Development Associate

New York, NY · On-site

$50K - $55K/yr

The Client Development Associate will work as part of the Marketing Team and close with the Sales Team to assist in managing sales activity & pipeline, hunting for new client opportunities, and ...

Intap

Client Development Associate

New York, NY

$50K - $55K/yr

The Client Development Associate will work as part of the Marketing Team and close with the Sales Team to assist in managing sales activity & pipeline, hunting for new client opportunities, and ...

Intap

Client Development Associate

New York, NY

The Client Development Associate will work as part of the Marketing Team and close with the Sales Team to assist in managing sales activity & pipeline, hunting for new client opportunities, and ...

LEAPSTARR PRODUCTIONS

Client Development Associate

NJ · On-site

Candidates will also be expected to assist the Director of Client Development in daily business functions, as needed. The fundamental purpose of this role is to introduce you to our industry, provide ...

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How much do client development associate jobs pay per hour?

As of Jul 17, 2026, the average hourly pay for client development associate in the United States is $22.27, according to ZipRecruiter salary data. Most workers in this role earn between $15.62 and $27.88 per hour, depending on experience, location, and employer.

What are the key skills and qualifications needed to thrive as a Client Development Associate, and why are they important?

To thrive as a Client Development Associate, you need strong communication, sales acumen, and relationship-building skills, often backed by a bachelor's degree in business or a related field. Familiarity with CRM platforms like Salesforce, proficiency in Microsoft Office, and experience with lead generation tools are commonly required. Outstanding interpersonal skills, a proactive attitude, and effective time management set top performers apart. These skills are crucial for identifying new business opportunities, nurturing client relationships, and driving revenue growth.

How do Client Development Associates typically collaborate with sales and account management teams?

Client Development Associates often work closely with both sales and account management teams to ensure clients receive tailored solutions and a seamless experience. They may assist in preparing client presentations, gathering insights on client needs, and coordinating follow-up activities. Regular communication with these teams helps align strategies, share updates on client progress, and identify upsell or cross-sell opportunities. This collaborative approach not only fosters strong client relationships but also supports the achievement of broader business goals.

What does a Client Development Associate do?

A Client Development Associate is responsible for building and maintaining relationships with existing and potential clients to support a company's growth. They typically conduct market research, identify new business opportunities, and assist in the sales process. Their role often involves outreach, follow-up communication, and ensuring client satisfaction. By understanding clients' needs and presenting tailored solutions, they help drive revenue and foster long-term partnerships.

What is the difference between Client Development Associate vs Business Development Representative?

AspectClient Development AssociateBusiness Development Representative
Primary FocusBuilding and maintaining client relationships, account managementGenerating new leads, prospecting, and closing new business
Required SkillsCommunication, relationship management, client serviceSales, prospecting, negotiation
Work EnvironmentClient-facing, account management teamsSales teams, outreach-focused roles
Common CertificationsNone specific, often related to industry certifications

The Client Development Associate primarily focuses on nurturing existing client relationships and account management, while the Business Development Representative concentrates on generating new leads and closing new deals. Both roles require strong communication skills, but their core responsibilities differ in client retention versus new business acquisition.

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Client Development Associate jobs near you
Client Development Associate

Client Development Associate

Mercer Advisors

Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 22 days ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

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 31,300 families across 90+ 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:
The Client Development Associate works in partnership with the Regional Vice President and Wealth Management Team to ensure new clients have the best client experience during the initial New Client On-Boarding process. The Client Development Associate also works as a partner to the Regional Vice Presidents (RVPs), with various responsibilities in Mercer Advisors' sales efforts, including strengthening relationships with channel partners, identifying opportunities, and helping to drive leads to close.
Essential Job Functions for the Client Development Associate will include:
  • 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

Required 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' locations)

Working Conditions:
Daytime hours, standing, sitting, regular travel, indoors and outdoors, will be assigned to a workstation, no heavy lifting over 20 lbs.
Application Deadline: The initial deadline for applications is 7/7/2026. 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.
Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.
Base Pay Range
$68,000-$80,000 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

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