Client Development Coordinator
About The Position
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.
Requirements
- High School diploma with a Bachelor’s degree highly preferred
- Prior sales support experience a plus
- Financial services industry 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
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 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
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
Number of Employees
501-1,000 employees
