Relationship Manager I — Wealth Client Experience & Growth

merceradvisors; Georgia; Hybrid; USD 65.000 - 90.000; Vollzeit

Zusammenfassung

Mercer Advisors is seeking a Relationship Manager I to elevate service delivery within our Client Service team. You will partner with Wealth Advisors to ensure client experiences align with our standards, driving retention and growth across the advisory practice.

Join a firm that emphasizes fiduciary responsibility and a client-first approach, with a clear career path to higher RM levels and expanded leadership responsibilities within Wealth Management.

Qualifikationen

• 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.
• Excellent communication, organizational, and problem-solving skills.

Aufgaben

• Client Experience Oversight: Ensure consistent delivery of service commitments; manage client touchpoints and workflows; act as liaison between clients and internal teams.
• Advisor Partnership & Practice Management: Support wealth advisors with client segmentation and service tiering; help implement and refine service model and engagement protocols.
• Growth & Retention Support: Identify opportunities to deepen client relationships and assist in onboarding new clients.
• Knowledge, Skills, and Abilities: Demonstrated leadership, strategic thinking, and proficiency with CRM systems to monitor KPIs and client satisfaction.

Jobbeschreibung

Mercer Advisors is seeking a Relationship Manager I to elevate service delivery within our Client Service team. You will partner with Wealth Advisors to ensure client experiences align with our standards, driving retention and growth across the advisory practice.

Join a firm that emphasizes fiduciary responsibility and a client-first approach, with a clear career path to higher RM levels and expanded leadership responsibilities within Wealth Management.