Relationship Manager: Client Experience & Growth

Mercer Advisors Inc.; Santa Barbara (CA); On-site; USD 72,000 - 85,000; Full time

Benefits offered by this job

Company Paid Holidays

Generous PTO

Health and welfare benefits

401(k) plan

Job summary

Mercer Advisors in California seeks a Relationship Manager I to elevate client service and support Wealth Advisors with precision and care. You will help implement the firm’s service model across client interactions, ensuring alignment with our standards and values while driving practice management and client retention.

This role provides a clear path to higher levels with increasing strategic influence, leadership, and client engagement across teams.

Qualifications

• Strong understanding 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.

Responsibilities

• Ensure consistent delivery of client service commitments and experience standards.
• Manage service workflows and client touchpoints for timely execution.
• Serve as liaison between clients and internal teams to resolve issues.
• Lead post-meeting follow-up to complete action items and documentation.

Skills

Wealth management processes

Client relationships

Leadership & mentoring

Communication & organization

Strategic collaboration

Tools

CRM systems

Workflow tools

Job description

Mercer Advisors in California seeks a Relationship Manager I to elevate client service and support Wealth Advisors with precision and care. You will help implement the firm’s service model across client interactions, ensuring alignment with our standards and values while driving practice management and client retention.

This role provides a clear path to higher levels with increasing strategic influence, leadership, and client engagement across teams.