Client Service Manager — Hybrid Leadership & Growth

Mercer Advisors; Walnut Creek (CA); Hybrid; USD 100,000 - 110,000; Full time

Benefits offered by this job

Health and welfare benefits

Company Paid Life Insurance

401(k) with match

Paid holidays

Generous PTO

Parental leave

Job summary

Mercer Advisors is seeking a Manager, Client Service to collaborate with the Director, Client Service on people management, productivity improvements, and delivering exceptional service to our client base.

You will oversee hiring, training, and performance reviews, coordinate CSS coverage, and act as SME on complex accounts, working with teams across tax, planning, and investments to ensure accurate, timely service.

Qualifications

• Bachelor’s degree or equivalent in 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 Specialists, Coordinators and Interns
• Operations Management: Optimize coverage and prioritize workflow; ensure exceptional client experience
• Leadership: Drive growth, monitor goals, and contribute to local strategy; support trainings and offices initiatives
• Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits

Job description

Mercer Advisors is seeking a Manager, Client Service to collaborate with the Director, Client Service on people management, productivity improvements, and delivering exceptional service to our client base.

You will oversee hiring, training, and performance reviews, coordinate CSS coverage, and act as SME on complex accounts, working with teams across tax, planning, and investments to ensure accurate, timely service.