Wealth Client Experience Manager

Merceradvisors; Atlanta (GA); On-site; USD 55,675 - 65,500; Full time

Benefits offered by this job

Company Paid Health Insurance

401(k) Retirement Plan with match

Paid Holidays and PTO

Parental/Family leave benefits

HSA with company contributions

Life & Disability Insurance

Job summary

Mercer Advisors is seeking a Relationship Manager I within the Client Service department to elevate service delivery for high-value clients. You will work closely with Wealth Advisors to ensure commitments are executed with precision and care, guiding practice management and client retention across the advisory team.

The role offers a clear path to Relationship Manager II and III, with increasing strategic influence and leadership opportunities within a nationwide practice.

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 service commitments made to clients and act as steward of client experience standards.
• Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
• Track and report on client satisfaction metrics and retention trends; collaborate with internal departments for alignment.

Skills

Wealth management processes

Client relationships

Leadership & mentoring

Communication skills

CRM proficiency

Cross-team collaboration

Tools

CRM systems

Job description

Mercer Advisors is seeking a Relationship Manager I within the Client Service department to elevate service delivery for high-value clients. You will work closely with Wealth Advisors to ensure commitments are executed with precision and care, guiding practice management and client retention across the advisory team.

The role offers a clear path to Relationship Manager II and III, with increasing strategic influence and leadership opportunities within a nationwide practice.