Client Service Manager: People & Operations Leader

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

Benefits offered by this job

Company Paid Life Insurance

401(k) Retirement Plan

Paid Holidays

Job summary

Mercer Advisors in Charlotte, NC, seeks a Manager, Client Service to lead a team delivering high‑quality client service and operations support. You will guide hiring, development, and performance reviews, while ensuring seamless experiences for clients and internal partners.

The role requires at least 2 years in financial services with client interaction, a bachelor’s degree, and comfort with complex account topics. A comprehensive benefits package and incentive programs are included.

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

• Participate in hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns.
• Maximize talent via employee development and coaching.
• Facilitate a strong team culture and the sharing of best practices across an office or team.
• Partner with Client Service Leadership Team to facilitate ongoing CSS training and development.
• Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports.
• Coordinate Client Service coverage and prioritize workflow within the office.
• Ensure an exceptional client experience in the office/team.
• Act as a local contact for operational issues or challenges.
• Serve as subject matter expert for complex account-related topics (e.g., 10b5-1 plans, pledged asset lines, account overlays).
• Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits.

Skills

Self-motivated

Organized

Communication skills

Analytical skills

Multi-tasking

Education

Bachelor’s degree or equivalent

Tools

Salesforce

MS Office Suite

Financial planning software

Job description

Mercer Advisors in Charlotte, NC, seeks a Manager, Client Service to lead a team delivering high‑quality client service and operations support. You will guide hiring, development, and performance reviews, while ensuring seamless experiences for clients and internal partners.

The role requires at least 2 years in financial services with client interaction, a bachelor’s degree, and comfort with complex account topics. A comprehensive benefits package and incentive programs are included.