Relationship Manager - Client Experience (Hybrid, SF)

Mercer Advisors; San Francisco (CA); Hybrid; USD 80,750 - 95,000; Full time

Benefits offered by this job

Health Insurance

401(k) with match

Paid Holidays

Paid Time Off

Parental Leave

Life Insurance

Job summary

Mercer Advisors in San Francisco is seeking a Relationship Manager (San Francisco, CA) to elevate service delivery within the Wealth Management team. You will partner with Wealth Advisors to ensure client commitments are fulfilled with precision, consistency, and care, coordinating across planning, investments, and operations.

The role emphasizes client experience, practice management, and retention, with a clear path to higher levels.

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 with ability to influence and collaborate across teams.

Responsibilities

• Client Experience Oversight: ensure consistent delivery of service commitments and track KPIs.
• Growth & Retention: identify opportunities to deepen client relationships and support advisors’ onboarding.
• Collaboration: work with internal departments to align service models and improve efficiency.

Skills

Wealth management knowledge

CRM proficiency

Leadership

Communication skills

Problem-solving

Strategic thinking

Team collaboration

Job description

Mercer Advisors in San Francisco is seeking a Relationship Manager (San Francisco, CA) to elevate service delivery within the Wealth Management team. You will partner with Wealth Advisors to ensure client commitments are fulfilled with precision, consistency, and care, coordinating across planning, investments, and operations.

The role emphasizes client experience, practice management, and retention, with a clear path to higher levels.