Relationship Manager – Client Experience & Growth

Mercer Advisors; Atlanta (GA); On-site; USD 68,000 - 80,000; Full time

Benefits offered by this job

Company Paid Basic Life & AD&D

Company Paid Short-Term and Long-Term

Disability Insurance

Supplemental Life & AD&D; Short-Term

Hospital Indemnity Insurance

Medical plans (various)

HSA with company contributions

Dental Plans

Vision Insurance

Dependent Care Savings Account

14 Company Paid Holidays

Generous PTO

Employee Assistance Plan

Family Medical Leave

Paid Parental Leave (8 weeks)

Adoption Assistance Reimbursement

Concierge Services

401(k) with employer match

Pet Insurance

Job summary

Mercer Advisors in Atlanta seeks a Relationship Manager I to elevate client service quality across Wealth Management. You will partner with Wealth Advisors to ensure timely, precise delivery of commitments and oversee the client experience from onboarding to ongoing engagement.

This role offers a clear path to senior levels, involves cross-team collaboration, and will be based in a professional office or hybrid setting, with a base pay range and extensive benefits.

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

• Oversee the execution of the firm’s service model to ensure client experiences align with standards and values.
• Partner with Wealth Advisors to support client segmentation and service planning.
• Track client satisfaction metrics, service delivery KPIs, and retention trends.
• Collaborate with internal departments to ensure alignment and efficiency.
• Lead client follow-up initiatives post-meetings to finalize action items.
• Identify opportunities to deepen relationships and support business development.

Skills

Wealth management knowledge

Client relationship management

Leadership & mentoring

Communication skills

CRM proficiency

Strategic thinking

Tools

CRM systems

Workflow management tools

Job description

Mercer Advisors in Atlanta seeks a Relationship Manager I to elevate client service quality across Wealth Management. You will partner with Wealth Advisors to ensure timely, precise delivery of commitments and oversee the client experience from onboarding to ongoing engagement.

This role offers a clear path to senior levels, involves cross-team collaboration, and will be based in a professional office or hybrid setting, with a base pay range and extensive benefits.