Client Service Manager – People & Process Leader

Mercer Advisors Inc.; Morristown (TN); Hybrid; USD 81,000 - 95,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with company match

Paid holidays and generous PTO

Parental leave

Job summary

Mercer Advisors is seeking a Manager, Client Service to lead a team of Client Service Specialists and Coordinators, driving productivity, service excellence, and compliance within a professional office setting in Morristown, TN. You will mentor staff, manage HR processes, and coordinate client-service operations to support strong client relationships and business growth.

The role emphasizes hands-on leadership, cross‑functional collaboration, and a commitment to confidentiality and quality in a

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.

Responsibilities

• Manage and develop Client Service team members including hiring, training and performance reviews.
• Coordinate Client Service coverage and optimize workflow to deliver exceptional client service.
• Lead local projects and process improvements with cross‑functional teams.

Skills

People management

Operations management

Leadership

Interpersonal skills

CRM experience

Education

Bachelor’s degree

Tools

Salesforce

MS Office Suite

Financial planning software

Job description

Mercer Advisors is seeking a Manager, Client Service to lead a team of Client Service Specialists and Coordinators, driving productivity, service excellence, and compliance within a professional office setting in Morristown, TN. You will mentor staff, manage HR processes, and coordinate client-service operations to support strong client relationships and business growth.

The role emphasizes hands-on leadership, cross‑functional collaboration, and a commitment to confidentiality and quality in a