Client Service Manager – Financial Planning & Ops

Mercer-Advisors; Charleston (SC); Hybrid; USD 77,000 - 90,000; Full time

Benefits offered by this job

401(k) with match

Health insurance

Paid Holidays

Generous PTO

Parental Leave

Life & AD&D Insurance

Education assistance

Job summary

Mercer Advisors is seeking a Manager, Client Service in Charleston, SC, operating in a hybrid environment. The role reports to the Director, Client Service and focuses on people management, workflow supervision, and delivering excellent client service.

Base pay ranges from $76,500 to $90,000 USD, with incentive opportunities, a comprehensive benefits package, and a flexible national footprint. The position requires a bachelor’s degree (or equivalent), at least two years in financial services

Qualifications

• Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)
• Minimum 2 years of financial industry related experience
• Minimum 2 years of client-facing experience
• Notary designation a plus
• Proficiency with financial planning software, Salesforce and MS Office Suite

Responsibilities

• People Management: hire, train, mentor, supervise CSS/Coordinators and interns; develop talent; foster team culture; coordinate CSS training.
• Operations Management: optimize productivity; ensure exceptional client experience; serve as local operational SME; manage complex accounts and project tracking.
• Leadership: influence growth and client retention; participate in senior leadership; drive process improvements; support HR and learning initiatives.

Skills

People management

Communication

Organizational skills

Team collaboration

Education

Bachelor’s degree or equivalent (Business, Economics, Accounting or Finance related)

Tools

Salesforce

MS Office Suite

Financial planning software

Job description

Mercer Advisors is seeking a Manager, Client Service in Charleston, SC, operating in a hybrid environment. The role reports to the Director, Client Service and focuses on people management, workflow supervision, and delivering excellent client service.

Base pay ranges from $76,500 to $90,000 USD, with incentive opportunities, a comprehensive benefits package, and a flexible national footprint. The position requires a bachelor’s degree (or equivalent), at least two years in financial services