Wealth Client Experience Lead

Merceradvisors; Cincinnati (OH); On-site; USD 68,000 - 80,000; Full time

Benefits offered by this job

Company Paid Life & AD&D Insurance

Company Paid Disability Insurance

Health Savings Account (HSA) contributions

Generous paid time off program

401(k) Retirement Plan with company match

Pet Insurance

Job summary

Merceradvisors is seeking a Relationship Manager I in Cincinnati, OH. This strategic role is tasked with ensuring service excellence across the Wealth Management team while collaborating closely with Wealth Advisors. The RM oversees service execution and plays a vital role in client retention and business growth.

This position offers a clearly defined career path to Relationship Manager II and III, with increasing levels of leadership and client engagement. Responsibilities include managing service workflows, enhancing client experiences, and supporting business development initiatives.

Qualifications

• Strong understanding of wealth management processes and service models.
• Proven ability to manage complex client relationships and resolve issues effectively.
• Excellent communication, organizational, and problem-solving skills.

Responsibilities

• Ensure service commitments to clients are delivered consistently.
• Manage service workflows and client touchpoints to ensure execution.
• Identify opportunities to deepen client relationships through outreach.

Skills

Wealth management processes

Client relationship management

Leadership

Communication skills

Problem-solving skills

CRM proficiency

Strategic thinking

Job description

Merceradvisors is seeking a Relationship Manager I in Cincinnati, OH. This strategic role is tasked with ensuring service excellence across the Wealth Management team while collaborating closely with Wealth Advisors. The RM oversees service execution and plays a vital role in client retention and business growth.

This position offers a clearly defined career path to Relationship Manager II and III, with increasing levels of leadership and client engagement. Responsibilities include managing service workflows, enhancing client experiences, and supporting business development initiatives.