Wealth Advisory Relationship Manager - Client Experience

Mercer Advisors; Charlotte (NC); On-site; USD 64,000 - 75,000; Full time

Benefits offered by this job

401(k) match

Health insurance

Paid time off

Parental leave

Job summary

Mercer Advisors is seeking a Relationship Manager I to elevate client service within the Wealth Management team. You will collaborate with Wealth Advisors to ensure service commitments are executed precisely, consistently, and with care.

You will oversee the firm’s service model, manage workflows, and act as a liaison between clients and internal teams, contributing to client retention and practice growth. The role offers a clear path to advanced levels and includes a strong base pay and

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 and strong ability to influence and collaborate across teams.

Responsibilities

• Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.
• Manage service workflows and client touchpoints to ensure timely and accurate execution.
• Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.
• Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.
• Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
• Facilitate implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.
• Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.
• Collaborate with internal departments to ensure alignment and efficiency.
• Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.
• Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.
• Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.

Skills

Wealth management

Relationship mgmt

Leadership

Communication

CRM proficiency

Strategic thinking

Tools

CRM systems

Job description

Mercer Advisors is seeking a Relationship Manager I to elevate client service within the Wealth Management team. You will collaborate with Wealth Advisors to ensure service commitments are executed precisely, consistently, and with care.

You will oversee the firm’s service model, manage workflows, and act as a liaison between clients and internal teams, contributing to client retention and practice growth. The role offers a clear path to advanced levels and includes a strong base pay and