Client Service Manager, Financial Planning Team

Mercer Advisors

Morristown (NJ)

Hybrid

USD 81,000 - 95,000

Full time

6 days ago

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Benefits offered by this job

Life & AD&D Insurance

Disability Insurance

Supplemental Insurance

Health plans (Cigna)

Health Savings Account

Vision Insurance

Dependent Care Savings Account

Paid holidays

Paid time off

Employee Assistance Plan

Parental Leave

Adoption Assistance

Concierge Services

401(k) with match

Pet Insurance

Financial planning discounts

Job summary

Mercer Advisors in Morristown, NJ seeks a Manager, Client Service to lead a team of Client Service Specialists and Coordinators. The role collaborates with the Director, Client Service to drive productivity, client satisfaction, and growth in a fiduciary, client-first environment.

Bachelor's degree and at least two years in financial services required, with client-facing experience. Notary designation a plus.

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.

Responsibilities

People Management — hire, train, mentor and supervise Client Service staff; coach for growth and maintain team culture.
Operations Management — optimize coverage, prioritize workflow, and ensure exceptional client experience.
Leadership — contribute to local strategy, drive process improvements, and support cross-department initiatives.
Office management responsibilities as assigned.