Hybrid Client Experience Manager Wealth Management

Mercer Advisors Inc.; Georgia; Híbrido; USD 64 000 - 75 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) Retirement Plan

Health insurance

Paid time off

Resumo da oferta

Mercer Advisors seeks a Relationship Manager I to elevate service delivery within the Client Service team. You will partner with Wealth Advisors to ensure client commitments are executed with precision and care, aligning with the firm’s standards and values.

This role focuses on client experience oversight, practice management, retention, and growth, offering a clear path to more senior RM levels as you expand influence within advisory teams.

Qualificações

• Wealth management processes and service models.
• Manage complex client relationships and resolve issues.
• Leadership and mentoring within a team.
• Excellent communication and problem-solving skills.
• CRM systems and workflow tools proficiency.
• Strategic thinker who influences across teams.

Responsabilidades

• Ensure the consistent delivery of service commitments to clients.
• Manage service workflows and client touchpoints for timely execution.
• Serve as a liaison between clients and internal teams to improve service.
• Lead client follow-up to complete and document action items.
• Partner with Wealth Advisors on client segmentation and planning.
• Track client satisfaction metrics and retention trends.

Conhecimentos

Wealth management

Client relationships

Leadership

Communication

CRM systems

Strategic thinking

Descrição da oferta de emprego

Mercer Advisors seeks a Relationship Manager I to elevate service delivery within the Client Service team. You will partner with Wealth Advisors to ensure client commitments are executed with precision and care, aligning with the firm’s standards and values.

This role focuses on client experience oversight, practice management, retention, and growth, offering a clear path to more senior RM levels as you expand influence within advisory teams.