Manager, Client Service

Merceradvisors; Walnut Creek (CA); On-site; USD 100,000 - 110,000; Full time

Benefits offered by this job

Company Paid Basic Life & AD&D Insurance

401(k) Retirement Plan with company match

Generous paid time off program

Paid Parental Leave (8 weeks)

Pet Insurance

Job summary

Merceradvisors, located in Walnut Creek, California, is seeking a Manager, Client Service to oversee a dedicated team and ensure exceptional client service. This role focuses on team leadership, optimizing operational productivity, and providing a high-quality client experience.

The ideal candidate will have a Bachelor’s degree and at least 2 years of experience in the financial industry, with strong management and interpersonal skills. A comprehensive benefits package is offered, along with a competitive salary range.

Qualifications

• Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related).
• Minimum 2 years of financial industry related experience.
• Minimum 2 years of client-facing experience.
• Excellent verbal, written, analytical and organization skills.
• Proficiency with financial planning software, Salesforce and MS Office Suite.

Responsibilities

• Manage team members including hiring, training, and mentoring.
• Optimize productivity by coordinating Client Service Specialist coverage.
• Directly impact growth and client retention while monitoring team goals.
• Act as local contact for operational issues.
• Serve as subject matter expert on complex account-related topics.

Job description

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, 8:00AM – 5:00PM.

Working Conditions

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

Actual base pay range

$100,000 – $110,000 USD

Benefits

• Company Paid Basic Life & AD&D Insurance
• Company Paid Short-Term and Long-Term Disability Insurance
• Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
• Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including a full week off at Thanksgiving.
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan
• Family Medical Leave
• Paid Parental Leave (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
• Adoption Assistance Reimbursement Program
• Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
• 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
• Pet Insurance
• Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

Equal Opportunity Statement

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.