Relationship Manager – Remote/Hybrid Client Experience

Mercer Advisors Inc.; California; Hybrid; USD 72,000 - 85,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Paid time off

Parental leave

Job summary

Mercer Advisors in Santa Barbara, CA is seeking a Relationship Manager I to elevate client service within the Wealth Management team. You will partner with Wealth Advisors to ensure service commitments are met with precision, consistency, and care.

This role offers a clear path to RM II and RM III with increasing strategic influence, and requires standard business hours with a weekly one-day in Walnut Creek office.

Qualifications

• Experience managing complex client relationships.
• Leadership and mentoring within a team environment.
• Excellent communication, organizational, and problem-solving skills.
• Proficiency with CRM systems and workflow tools.

Responsibilities

• Ensure the consistent delivery of service commitments to clients and uphold experience standards.
• Manage service workflows and client touchpoints for timely, accurate execution.
• Act as liaison between clients and internal teams to resolve issues and improve service.
• Lead client follow-up after meetings to ensure actions are completed and documented.
• Collaborate with Wealth Advisors on client segmentation and strategic planning.
• Track client satisfaction metrics and retention trends.

Skills

Wealth management

Client relationships

Leadership

Communication

CRM systems

Strategic thinking

Tools

CRM software

Job description

Mercer Advisors in Santa Barbara, CA is seeking a Relationship Manager I to elevate client service within the Wealth Management team. You will partner with Wealth Advisors to ensure service commitments are met with precision, consistency, and care.

This role offers a clear path to RM II and RM III with increasing strategic influence, and requires standard business hours with a weekly one-day in Walnut Creek office.