Client Service Manager — People & Ops Leader

Merceradvisors; Asheville (NC); Hybrid; USD 81,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid holidays

Generous PTO

Disability insurance

Job summary

Mercer Advisors seeks a Manager of Client Service to lead a team of Client Service Specialists and Coordinators, driving productivity and outstanding client service. You’ll mentor staff, coordinate HR tasks, and partner with leadership to implement scalable improvements.

The role emphasizes client-centric operations, process optimization, and cross-functional collaboration within a professional office setting.

Qualifications

• Bachelor’s degree or equivalent in business, economics, accounting or finance.
• Minimum 2 years in financial industry with client-facing experience.
• Notary designation a plus.

Responsibilities

• Lead and develop Client Service staff including hiring, training and supervision.
• Improve office productivity and ensure exceptional client experiences.
• Coordinate HR, operations and process improvements across the team.

Skills

Self-motivated

Communication skills

Multi-tasking

Software proficiency

Confidentiality

Education

Bachelor’s degree or equivalent (Business/Finance related)

Tools

Salesforce

MS Office Suite

Financial planning software

Job description

Mercer Advisors seeks a Manager of Client Service to lead a team of Client Service Specialists and Coordinators, driving productivity and outstanding client service. You’ll mentor staff, coordinate HR tasks, and partner with leadership to implement scalable improvements.

The role emphasizes client-centric operations, process optimization, and cross-functional collaboration within a professional office setting.