Wealth Client Experience Manager

Merceradvisors; Boston (MA); Hybrid; USD 59,500 - 70,000; Full time

Benefits offered by this job

401(k) with match

Paid holidays

Health benefits

Parental leave

Life insurance

Job summary

Mercer Advisors is seeking a Relationship Manager I to elevate service delivery within the Client Service department. The role partners with Wealth Advisors to ensure client commitments are implemented with precision and consistency, contributing to practice management and client retention.

This position offers a growth path to RM II/III, with a focus on strategic engagement, leadership, and supporting the advisory team in servicing high-net-worth clients.

Qualifications

• Proven ability to manage complex client relationships and resolve issues.
• Understanding of wealth management processes and service models.
• Leadership and mentoring experience within a team.
• Excellent communication, organizational, and problem-solving skills.

Responsibilities

• Client Experience Oversight: ensure delivery of service commitments and act as steward of experience standards.
• Manage service workflows and client touchpoints for timely, accurate execution.
• Serve as strategic liaison between clients and internal teams; resolve issues and identify improvements.
• Lead client follow-up initiatives post-meetings; ensure actions are completed and documented.
• Advisor Partnership & Practice Management: support client segmentation and service model refinement.
• Growth & Retention: identify opportunities to deepen relationships and support onboarding new clients.

Skills

Wealth management

Client relationships

Leadership

Communication

CRM proficiency

Cross-team collaboration

Job description

Mercer Advisors is seeking a Relationship Manager I to elevate service delivery within the Client Service department. The role partners with Wealth Advisors to ensure client commitments are implemented with precision and consistency, contributing to practice management and client retention.

This position offers a growth path to RM II/III, with a focus on strategic engagement, leadership, and supporting the advisory team in servicing high-net-worth clients.