Wealth Client Experience Lead

Mercer Advisors Inc.; Raleigh (NC); On-site; USD 58,000 - 69,000; Full time

Benefits offered by this job

Health insurance

401(k) with match

Paid holidays and generous PTO

Job summary

Mercer Advisors seeks a Relationship Manager I to elevate service delivery within Client Service. You will work closely with Wealth Advisors to ensure client commitments are met with precision, consistency, and care.

This role focuses on practice management, client retention, and business growth, offering a clear path to higher levels with increased strategic influence and client engagement.

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 with ability to influence and collaborate across teams.

Responsibilities

• Oversee delivery of the firm’s client experience standards.
• Manage service workflows and client touchpoints for timely execution.
• Serve as liaison between clients and internal teams to resolve issues.
• Lead client follow-up initiatives post-meetings and document actions.
• Partner with Wealth Advisors on client segmentation and service tiers.
• Support advisory team’s service model and engagement protocols.
• Track client satisfaction metrics, KPIs, and retention trends.
• Collaborate with departments to ensure alignment and efficiency.

Skills

Wealth management

Client relationships

Leadership

Communication

CRM proficiency

Tools

CRM systems

Workflow tools

Job description

Mercer Advisors seeks a Relationship Manager I to elevate service delivery within Client Service. You will work closely with Wealth Advisors to ensure client commitments are met with precision, consistency, and care.

This role focuses on practice management, client retention, and business growth, offering a clear path to higher levels with increased strategic influence and client engagement.