Wealth Client Experience Lead

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

Benefits offered by this job

401(k) match

Paid time off

Health insurance

Parental leave

Job summary

Mercer Advisors is seeking a Relationship Manager I to elevate client service and strengthen advisor partnerships. You will oversee service delivery, ensure timely client follow-ups, and collaborate with Wealth Advisors to drive client growth and retention.

This role offers a clear career path to higher Relationship Manager levels and a comprehensive benefits package. The position requires strong communication, leadership, and wealth management knowledge, with standard business hours and

Qualifications

• Strong understanding of wealth management processes.
• 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 in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.

Skills

CRM proficiency

Client relationships

Communication

Leadership

Problem solving

Tools

CRM software

Job description

Mercer Advisors is seeking a Relationship Manager I to elevate client service and strengthen advisor partnerships. You will oversee service delivery, ensure timely client follow-ups, and collaborate with Wealth Advisors to drive client growth and retention.

This role offers a clear career path to higher Relationship Manager levels and a comprehensive benefits package. The position requires strong communication, leadership, and wealth management knowledge, with standard business hours and