Wealth Client Experience Manager

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

Benefits offered by this job

401(k) match

Paid holidays

Health insurance

Job summary

Mercer Advisors in Boston, MA seeks a Relationship Manager I to elevate service delivery across the Wealth Management team. You will partner with Wealth Advisors to ensure client commitments are executed with precision and care.

Role focuses on practice management, client retention, and growth, with a defined path to RM II/III and increasing strategic influence across the advisory team.

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 with 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 the implementation and refinement of the advisory team’s service model, including client communication strategies and engagement protocols.
• Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.
• Collaborate with internal departments to ensure alignment and efficiency.

Skills

Wealth management

Client relationship management

Leadership & mentoring

Communication

Problem solving

CRM proficiency

Strategic thinking

Cross-team collaboration

Tools

CRM systems

Workflow management tools

Job description

Mercer Advisors in Boston, MA seeks a Relationship Manager I to elevate service delivery across the Wealth Management team. You will partner with Wealth Advisors to ensure client commitments are executed with precision and care.

Role focuses on practice management, client retention, and growth, with a defined path to RM II/III and increasing strategic influence across the advisory team.