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Client Development Coordinator at Mercer Advisors - ApplyBlast

Client Development Coordinator

Mercer Advisors

5 months ago

4.0 on Glassdoor

Remote

Full Time

Junior

0 applicants

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About this role

Client Development Coordinator provides administrative and operational support to Regional Vice Presidents and the Direct Client Development team, focusing on coordination, follow-up, data management, and internal collaboration to support growth initiatives and ensure a positive client experience.

Responsibilities

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
Support client and prospect outreach activities, including email communications and follow-up requests

Skills

About Mercer Advisors

merceradvisors.com

Headquarters

Denver, Colorado, United States

Company Size

501-1000 employees

Founded

1985

View Profile

Mercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.