Client Service Manager - Lead, Team Growth & Ops

Mercer Advisors; Los Angeles (CA); Hybrid; USD 85,000 - 100,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid holidays

Parental leave

Tuition assistance

Job summary

Mercer Advisors seeks a Manager, Client Service to lead a team in delivering exceptional client service within a collaborative office setting. You will manage hires, development, and productivity while partnering with leadership to drive client satisfaction and growth.

This role requires strong communication, attention to detail, and fiduciary insight. Hybrid schedule, Monday–Friday, with base pay ranging from $85,000 to $100,000 and a comprehensive benefits package supporting employees and

Qualifications

• Bachelor’s degree or equivalent in Business, Economics, Accounting or Finance preferred.
• Minimum 2 years of financial industry experience and 2 years of client-facing work.
• Notary designation is a plus and helpful for the role.

Responsibilities

• Lead hiring, training, mentoring and supervision of Client Service staff.
• Enhance team productivity and promote excellent client service.
• Coordinate with leadership to drive process improvements and strategy.

Skills

Client service

People leadership

Communication

Financial acumen

Education

Bachelor’s degree or equivalent

Tools

Salesforce

MS Office

Job description

Mercer Advisors seeks a Manager, Client Service to lead a team in delivering exceptional client service within a collaborative office setting. You will manage hires, development, and productivity while partnering with leadership to drive client satisfaction and growth.

This role requires strong communication, attention to detail, and fiduciary insight. Hybrid schedule, Monday–Friday, with base pay ranging from $85,000 to $100,000 and a comprehensive benefits package supporting employees and