Hybrid Relationship Manager: Client Experience & Growth

Merceradvisors; Ann Arbor (MI); Hybrid; USD 66,300 - 78,000; Full time

Benefits offered by this job

Company Paid Basic Life & AD&D

Company Paid Short-Term and Long-Term

401(k) Retirement Plan with match

Paid Holidays

Generous paid time off

Parental Leave

Adoption Assistance Reimbursement

Pet Insurance

Job summary

Mercer Advisors seeks a Relationship Manager I to elevate client service across the Wealth Management team. This role partners with Wealth Advisors to ensure service commitments are executed with precision and care.

You will oversee the firm’s service model, support client retention, and contribute to practice management and growth while developing into higher levels of leadership and client engagement.

Qualifications

• Strong understanding of wealth management processes and service models.
• Proven ability to manage complex client relationships and resolve issues effectively.
• Leadership and mentoring experience within a team environment.
• Excellent communication, organizational, and problem-solving skills.
• Proficiency in CRM systems and workflow management tools.
• Strategic thinker and strong ability to influence and collaborate across teams.

Responsibilities

• Client Experience Oversight: Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.
• Manage service workflows and client touchpoints to ensure timely and accurate execution.
• Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.
• Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.
• Other duties as assigned.

Skills

Wealth management

Client relationships

Leadership

Communication

CRM proficiency

Strategic thinking

Tools

CRM systems

Workflow tools

Job description

Mercer Advisors seeks a Relationship Manager I to elevate client service across the Wealth Management team. This role partners with Wealth Advisors to ensure service commitments are executed with precision and care.

You will oversee the firm’s service model, support client retention, and contribute to practice management and growth while developing into higher levels of leadership and client engagement.