Wealth Client Experience Lead

Merceradvisors; Portland (OR); On-site; USD 70,000 - 85,000; Full time

Benefits offered by this job

Company Paid Life Insurance

401(k) Retirement Plan

Generous paid time off

Flexible work hours

Employee Assistance Plan

Job summary

Merceradvisors in Portland, Oregon is looking for a Relationship Manager (RM) I. This strategic role involves client interaction and aims for excellence in the Wealth Management sector. You will work closely with Wealth Advisors to ensure client commitments are executed flawlessly.

The successful candidate will oversee service workflows, enhance client experiences, and support business development. Strong knowledge of wealth management processes and excellent communication skills are required for this position, which also offers a clear career path for advancement.

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.

Responsibilities

• Ensure consistent delivery of service commitments made to clients.
• Partner with Wealth Advisors to support client segmentation and strategic planning.
• Identify opportunities to deepen client relationships through proactive outreach.

Skills

Wealth management processes

Client relationship management

Problem-solving skills

Communication skills

Leadership experience

Strategic thinking

Tools

CRM systems

Workflow management tools

Job description

Merceradvisors in Portland, Oregon is looking for a Relationship Manager (RM) I. This strategic role involves client interaction and aims for excellence in the Wealth Management sector. You will work closely with Wealth Advisors to ensure client commitments are executed flawlessly.

The successful candidate will oversee service workflows, enhance client experiences, and support business development. Strong knowledge of wealth management processes and excellent communication skills are required for this position, which also offers a clear career path for advancement.