Client Experience Lead - Wealth Management RM I

Mercer-Advisors; Charlotte (NC); Hybrid; USD 59,000 - 80,000; Full time

Benefits offered by this job

Health Insurance

401(k) Retirement Plan

Paid Holidays

Paid Parental Leave

Employee Assistance Program

Job summary

Mercer Advisors seeks a Relationship Manager I in the Client Service group to elevate service excellence across the Wealth Management team. You will work with Wealth Advisors to ensure client commitments are fulfilled with precision and care, guiding client experiences to align with firm standards.

This role offers a clear career path to RM II and III, with opportunities in client engagement, retention, and business growth, plus a hybrid schedule.

Qualifications

• Strong understanding of wealth management processes.
• Proven ability to manage complex client relationships and resolve issues effectively.
• Leadership and mentoring experience within a team environment.
• Excellent communication, organizational, and problem-solving skills.
• Proficiency in CRM systems and workflow management tools.

Responsibilities

• Oversee client experience delivery and service standards.
• Coordinate workflows and client touchpoints with internal teams.
• Lead client follow-up and retention initiatives.
• Collaborate with Wealth Advisors on segmentation and planning.
• Track client satisfaction metrics and KPIs.

Skills

Wealth management

Leadership

Communication

CRM proficiency

Strategic thinking

Tools

CRM systems

Workflow tools

Job description

Mercer Advisors seeks a Relationship Manager I in the Client Service group to elevate service excellence across the Wealth Management team. You will work with Wealth Advisors to ensure client commitments are fulfilled with precision and care, guiding client experiences to align with firm standards.

This role offers a clear career path to RM II and III, with opportunities in client engagement, retention, and business growth, plus a hybrid schedule.