Client Service Manager, Wealth Advisory

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

Benefits offered by this job

Life & AD&D Insurance

Disability Insurance

Health plans (HDHP and traditional)

Health Savings Account (HSA)

Vision Insurance

401(k) Retirement Plan with match

Paid Holidays

Generous PTO

Job summary

Mercer Advisors in Raleigh, NC seeks a Manager, Client Service to lead and develop the Client Service team while ensuring efficient servicing of the client base. The role emphasizes collaboration with the Director, Client Service to drive productivity and client satisfaction.

Responsibilities include staff management, HR coordination, and cross‑functional process improvements. A Bachelor’s degree and 2+ years in finance with client exposure are required; notary is a plus.

Qualifications

• Bachelor’s degree or equivalent in 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 staff.
• Maximize talent via employee development and coaching.
• Facilitate a strong team culture and sharing of best practices.
• Partner with CSS Leadership to facilitate ongoing CSS training and development.
• Handle HR system timekeeping, PTO requests, and performance reviews for direct reports.
• Coordinate local projects such as RMDs, tax loss harvesting, cash audits and tracking of new deposits.
• Directly impact growth and client retention and monitor progress toward team goals.

Skills

Self-motivated

Organized

Communication

Analytical

Multi-tasking

Salesforce

MS Office

Confidentiality

Education

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

Tools

Salesforce

MS Office Suite

Financial planning software

Job description

Mercer Advisors in Raleigh, NC seeks a Manager, Client Service to lead and develop the Client Service team while ensuring efficient servicing of the client base. The role emphasizes collaboration with the Director, Client Service to drive productivity and client satisfaction.

Responsibilities include staff management, HR coordination, and cross‑functional process improvements. A Bachelor’s degree and 2+ years in finance with client exposure are required; notary is a plus.