Client Experience Manager - Wealth Management (Hybrid)

Mercer Advisors Inc.; Scottsdale (AZ); Hybrid; USD 54.000 - 63.000; Vollzeit

Zusammenfassung

Mercer Advisors is seeking a Relationship Manager I in a hybrid capacity to elevate service delivery across Wealth Management. You will partner with Wealth Advisors to ensure client commitments are executed with precision, care, and consistency, supporting practice management and client retention.

The role offers a clear path to advancement to RM II and RM III, with opportunities to influence strategy, leadership, and client engagement, while working within standard business hours and a flexible

Qualifikationen

• 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.
• Strategic thinker and strong ability to influence and collaborate across teams.

Aufgaben

• Ensure consistent delivery of service commitments to clients.
• Manage service workflows and client touchpoints for timely execution.
• Serve as liaison between clients and internal teams; resolve issues.
• Lead client follow-up post-meetings; ensure action items are completed.
• Partner with Wealth Advisors for segmentation and service tiering.
• Support implementation of the advisory team’s service model and engagement protocols.
• Track client satisfaction metrics and retention trends.
• Collaborate with internal departments for alignment and efficiency.

Kenntnisse

Wealth management

Client relationships

Leadership

Communication skills

CRM proficiency

Strategic thinking

Tools

CRM systems

Jobbeschreibung

Mercer Advisors is seeking a Relationship Manager I in a hybrid capacity to elevate service delivery across Wealth Management. You will partner with Wealth Advisors to ensure client commitments are executed with precision, care, and consistency, supporting practice management and client retention.

The role offers a clear path to advancement to RM II and RM III, with opportunities to influence strategy, leadership, and client engagement, while working within standard business hours and a flexible