Relationship Manager: Client Experience & Growth

merceradvisors; Raleigh (NC); Hybrid; USD 65,000 - 90,000; Full time

Job summary

Mercer Advisors in the United States is seeking a Relationship Manager I in the Client Service department to elevate service excellence across the Wealth Management team. You will partner with Wealth Advisors to ensure that client commitments are delivered with precision and care.

This role focuses on practice management, client retention, and growth, with a clear path to higher levels and increasing strategic influence.

Qualifications

• Knowledge of wealth management processes and service models.
• Proven ability to manage complex client relationships and resolve issues.
• 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 with cross-team collaboration abilities.

Responsibilities

• Client Experience Oversight: ensure consistent service delivery and act as steward of client experience standards.
• Advisor Partnership & Practice Management: support advisor collaboration and refine service model and engagement protocols.
• Growth & Retention Support: identify opportunities to deepen client relationships and support onboarding of new clients.

Skills

Wealth management processes

Client relationship management

Leadership

Communication

CRM proficiency

Strategic thinking

Tools

CRM systems

Workflow management tools

Job description

Mercer Advisors in the United States is seeking a Relationship Manager I in the Client Service department to elevate service excellence across the Wealth Management team. You will partner with Wealth Advisors to ensure that client commitments are delivered with precision and care.

This role focuses on practice management, client retention, and growth, with a clear path to higher levels and increasing strategic influence.