Wealth Client Experience Manager

Merceradvisors; Charleston (SC); Hybrid; USD 63,750 - 75,000; Full time

Benefits offered by this job

Company Paid Basic Life & AD&D Insurance

Generous paid time off

401(k) Retirement Plan

Employee Assistance Plan

Job summary

Merceradvisors is seeking a Relationship Manager (RM) I in Charleston, SC, to enhance service delivery within the Wealth Management team. This role requires overseeing service commitments, managing client experiences, and partnering with Wealth Advisors to foster client relationships.

The ideal candidate will have a strong understanding of wealth management processes and proven leadership skills. This position offers a career pathway to higher roles with increased influence and engagement.

Qualifications

• Strong understanding of wealth management processes and service models.
• Proven ability to manage complex client relationships and resolve issues effectively.
• Excellent communication, organizational, and problem-solving skills.

Responsibilities

• Ensure consistent delivery of service commitments to clients.
• Manage service workflows and client touchpoints.
• Identify opportunities to deepen client relationships.

Skills

Understanding of wealth management processes

Ability to manage complex client relationships

Leadership experience

Communication skills

Proficiency in CRM systems

Strategic thinking

Tools

CRM systems

Workflow management tools

Job description

Merceradvisors is seeking a Relationship Manager (RM) I in Charleston, SC, to enhance service delivery within the Wealth Management team. This role requires overseeing service commitments, managing client experiences, and partnering with Wealth Advisors to foster client relationships.

The ideal candidate will have a strong understanding of wealth management processes and proven leadership skills. This position offers a career pathway to higher roles with increased influence and engagement.