Hybrid Relationship Manager – Wealth Client Experience

Merceradvisors; San Francisco (CA); Hybrid; USD 80,750 - 95,000; Full time

Benefits offered by this job

401(k) Retirement Plan

Paid Holidays

Vacation and sick days

Parental Leave

Job summary

Mercer Advisors is seeking a Relationship Manager I in the Client Service department to elevate service delivery for Wealth Management clients. You will partner closely with Wealth Advisors to ensure commitments are implemented with precision and care, supporting practice management and client retention.

The role offers a clear path to senior levels, with hybrid work and opportunities to influence client engagement strategies across teams.

Qualifications

• Experience managing complex client relationships and delivering service excellence.
• Ability to collaborate across Wealth Advisors, operations, and compliance.
• Strong communication and organizational skills are essential.

Responsibilities

• Oversee the execution of the service model and client experience standards.
• Collaborate with Wealth Advisors to support client segmentation and engagement protocols.
• Track client satisfaction metrics and contribute to retention initiatives.
• Lead post-meeting follow-up and ensure action items are completed.

Skills

Client relationship management

Strategic thinking

Leadership/mentoring

Communication skills

CRM proficiency

Tools

CRM systems

Workflow management tools

Job description

Mercer Advisors is seeking a Relationship Manager I in the Client Service department to elevate service delivery for Wealth Management clients. You will partner closely with Wealth Advisors to ensure commitments are implemented with precision and care, supporting practice management and client retention.

The role offers a clear path to senior levels, with hybrid work and opportunities to influence client engagement strategies across teams.