Wealth Client Experience Manager

Mercer-Advisors; Ann Arbor (MI); Hybrid; USD 66,300 - 78,000; Full time

Benefits offered by this job

Incentive compensation

Comprehensive benefits

Paid time off

401(k) with match

Life insurance

Job summary

Mercer Advisors is seeking a Relationship Manager I to elevate the client service experience within our Wealth Management team. You will partner with Wealth Advisors to ensure service commitments are delivered with precision, consistency, and care.

This role is pivotal for practice management, client retention, and business growth, offering a clear path to Relationship Manager II/III. Base pay is competitive and comes with a comprehensive benefits package; the position supports a hybrid work

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 and strong ability to influence and collaborate across teams.

Responsibilities

• Ensure the consistent delivery of client service commitments and act 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 improve service delivery.
• Lead client follow-up initiatives post-meetings to ensure action items are completed and documented.
• Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
• Facilitate implementation and refinement of the advisory team’s service model and engagement protocols.
• Track and report on client satisfaction metrics, KPIs, and retention trends.
• Collaborate with internal departments to ensure alignment and efficiency.

Skills

Wealth management

Client relationships

Leadership mentoring

Communication skills

Strategic thinking

Cross-team collaboration

CRM systems

Workflow tools

Tools

CRM systems

Workflow management tools

Job description

Mercer Advisors is seeking a Relationship Manager I to elevate the client service experience within our Wealth Management team. You will partner with Wealth Advisors to ensure service commitments are delivered with precision, consistency, and care.

This role is pivotal for practice management, client retention, and business growth, offering a clear path to Relationship Manager II/III. Base pay is competitive and comes with a comprehensive benefits package; the position supports a hybrid work