Client Service Manager — People & Operations Lead (Hybrid)

Mercer-Advisors; Charlotte (NC); Hybrid; USD 77,000 - 90,000; Full time

Benefits offered by this job

Comprehensive benefits package

Hybrid work schedule

Paid time off and holidays

Job summary

Mercer Advisors is seeking a Manager, Client Service to lead the Client Service team, drive productivity and elevate service for a broad client base. You will mentor staff, manage HR processes and partner with leadership to deliver accurate, timely service.

The role requires a bachelor’s degree and at least 2 years in financial services with client-facing experience. Hybrid schedule, with extensive benefits and opportunities for growth.

Qualifications

• Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance).
• Minimum 2 years of financial industry experience.
• Minimum 2 years of client-facing experience.
• Experience handling confidential information with professional discretion.

Responsibilities

• Participate in hiring, training, mentoring and supervising Client Service staff.
• Maximize talent through development and coaching.
• Promote excellent client service and maintain productivity.
• Coordinate HR, timekeeping and performance reviews for direct reports.
• Lead operations, ensure strong client experiences and issue resolution.
• Serve as SME for complex topics like 10b5-1, pledged assets, account overlays.

Skills

People management

Team leadership

Client service focus

HR systems

Communication

Education

Bachelor's degree

Tools

Salesforce

MS Office Suite

Financial planning software

Job description

Mercer Advisors is seeking a Manager, Client Service to lead the Client Service team, drive productivity and elevate service for a broad client base. You will mentor staff, manage HR processes and partner with leadership to deliver accurate, timely service.

The role requires a bachelor’s degree and at least 2 years in financial services with client-facing experience. Hybrid schedule, with extensive benefits and opportunities for growth.