Manager, Client Service

merceradvisors; Georgia; Hybrid; USD 70,000 - 100,000; Full time

Benefits offered by this job

Hybrid work model

Job summary

Mercer Advisors in the United States is seeking a Manager, Client Service to lead and develop a team of Client Service Specialists, Coordinators and Interns. You will drive productivity, foster excellent client service, and manage complex account topics with attention to detail and confidentiality.

You will partner with the Director, Client Service and HR to hire, train and mentor staff, oversee workflow, and advance firm-wide service standards.

Qualifications

• Bachelor's degree or equivalent in business, economics, accounting or finance.
• Minimum 2 years of financial industry experience.
• Minimum 2 years of client-facing experience.

Responsibilities

• Lead the Client Service team through hiring, coaching and supervision.
• Coordinate workflow to optimize productivity and client experience.
• Act as SME on complex account topics and coordinate cross-functional initiatives.
• Support leadership in strategy, training and process improvements.

Skills

Self-motivated

Well-organized

Detail-oriented

Team player

Analytical skills

Excellent communication

Education

Bachelor's degree or equivalent

Tools

Salesforce

MS Office Suite

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests - always.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics - including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barr's to use the ranking in marketing. Please see important information about the ranking criteria methodology here .

Job Summary:

The Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities.

Responsibilities:

People Management

• Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office
• Maximize talent via employee development and coaching
• Facilitate a strong team culture and the sharing of best practices across an office or team
• Partner with Client Service Leadership Team to facilitate ongoing CSS training and development
• Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports

Operations Management

• Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office
• Ensure an exceptional client experience in the office/team
• Act as a local contact for any operational issues or challenges
• Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers
• Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits

Leadership

• Directly impact growth and client retention and monitor progress toward team goals
• Participate as a member of the Sr. Manager's leadership team along with other managers/directors to contribute to local strategy decisions
• Coordinate team meetings and events
• Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm
• Support Branch Operations on new projects and initiatives
• Support Learning and Development on Client Service Specialist trainings
• Office management responsibilities as assigned

Requirements:

Education:

• Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related)

Experience:

• Minimum 2 years of financial industry related experience
• Minimum 2 years of client-facing experience
• Experience with interacting with individuals at all income levels in a professional and confidential manner

Certifications:

• Notary designation a plus

Job Skills:

• Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion
• Excellent verbal, written, analytical and organization skills
• Technical and analytical training and ability to multi-task and manage multiple projects at once
• Proficiency with financial planning software, Salesforce and MS Office Suite
• Flexible, Reliable, Trustworthy, and Confidential with all matters

Work Schedule: Monday through Friday, 8:0AM - 5:00PM.

Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.

#LI-Hybrid

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation pro