Wealth Client Experience Lead

Doist; Rockville (MD); Hybrid; USD 68,000 - 80,000; Full time

Benefits offered by this job

401(k) retirement plan

Health Savings Account (HSA)

Paid holidays

Parental leave

Job summary

Mercer Advisors is seeking a Relationship Manager I to elevate client service across Wealth Management. You will work with Wealth Advisors to ensure service commitments are delivered with precision and care, acting as a liaison between clients and internal teams to drive consistent experiences.

Responsibilities include managing client workflows, supporting practice management, and contributing to client retention and growth.

Qualifications

• Client-facing RM role focused on service excellence and relationship management.
• Ability to partner with Wealth Advisors to improve service delivery and retention.
• Experience guiding practice management and client engagement.

Responsibilities

• Oversee client experience and ensure service commitments are executed.
• Partner with advisors on client segmentation, service tiers, and planning.
• Support business development and onboarding of new clients; monitor client satisfaction.

Skills

Wealth management processes

Relationship management

Leadership

Communication skills

CRM proficiency

Workflow management

Cross-team collaboration

Tools

CRM systems

Workflow tools

Job description

Mercer Advisors is seeking a Relationship Manager I to elevate client service across Wealth Management. You will work with Wealth Advisors to ensure service commitments are delivered with precision and care, acting as a liaison between clients and internal teams to drive consistent experiences.

Responsibilities include managing client workflows, supporting practice management, and contributing to client retention and growth.