Client Service Manager: Team Leadership & Operations

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

Benefits offered by this job

Not applicable

Job summary

Mercer Advisors is seeking a Manager, Client Service in Raleigh to lead Client Service Specialists and interns, drive productivity, and ensure superior client experiences. The role partners with leadership to shape service delivery, training, and operations within a professional office setting.

You will oversee hiring, development, and performance processes, while coordinating projects and ensuring confidential, compliant client interactions.

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

• Manage and develop Client Service Specialists and interns.
• Increase productivity and promote service excellence.
• Coordinate HR and CSS training and development.
• Support leadership with branch operations and projects.

Skills

Self-motivated

Organization

Verbal & written

Analytical skills

Multi-tasking

Salesforce

MS Office

Confidentiality

Education

Bachelor’s degree or equivalent (Business, Economics, Accounting or Finance related)

Tools

Financial planning software

Salesforce

MS Office Suite

Job description

Mercer Advisors is seeking a Manager, Client Service in Raleigh to lead Client Service Specialists and interns, drive productivity, and ensure superior client experiences. The role partners with leadership to shape service delivery, training, and operations within a professional office setting.

You will oversee hiring, development, and performance processes, while coordinating projects and ensuring confidential, compliant client interactions.