Base: $25-$29 usd ph; bonus/equity: eligible for i...
**
Strong ms word excel outlook skills
Excellent verbal and written communication
Ability to prioritize in fast-paced environment
**
Mercer Advisors is seeking a Client Development Coordinator to provide administrative and operational support to their client development team. This remote position focuses on enhancing internal efficiency and ensuring a positive experience for prospective clients through effective coordination and communication.
**
Job Summary
Mercer Advisors is an independent national fiduciary ranked #1 RIA firm by Barron's serving over 31,300 families.
The Client Development Coordinator provides critical administrative and operational support to Regional Vice Presidents and the Direct Client Development team.
The role offers a competitive benefit package including company-paid life insurance, health plans, 401(k) matching, and paid parental leave.
Matching Summary
Match Score: 75
**
Mercer Advisors is seeking a Client Development Coordinator to provide administrative and operational support to their client development team. This remote position focuses on enhancing internal efficiency and ensuring a positive experience for prospective clients through effective coordination and communication.
**
Salary
Base: $25-$29 USD per hour; Bonus/Equity: Eligible for incentive compensation programs; Benefits: Comprehensive health, dental, vision, 401(k) match, and paid time off
Skills & Requirements
Must-have
Strong MS Word Excel Outlook skills
Excellent verbal and written communication
Ability to prioritize in fast-paced environment
Nice-to-have
Prior sales support experience preferred
Financial services industry background a plus
Experience with Salesforce CRM system
Key Requirements
High School diploma required; Bachelor's degree highly preferred
Availability during standard business hours Monday through Friday