Wealth Client Experience Manager

Merceradvisors; Charlotte (NC); On-site; USD 63,750 - 75,000; Full time

Benefits offered by this job

Health Insurance

401(k) Retirement Plan with matching

Paid Parental Leave

Job summary

Merceradvisors in Charlotte, NC is seeking a dedicated Relationship Manager I to enhance client experiences within the Wealth Management team. This strategic role involves partnering with Wealth Advisors to ensure service excellence and client retention, managing workflows, and resolving client issues effectively.

The successful candidate will demonstrate strong leadership, a profound understanding of wealth management processes, and excellent communication skills. This position offers a career advancement path to higher roles within the organization.

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 delivery of service commitments to clients.
• Manage service workflows and client touchpoints.
• Provide strategic liaison between clients and internal teams.
• Support business development efforts by assisting with prospect meetings.

Skills

Wealth management processes

Client relationship management

Leadership and mentoring

Communication skills

CRM systems proficiency

Job description

Merceradvisors in Charlotte, NC is seeking a dedicated Relationship Manager I to enhance client experiences within the Wealth Management team. This strategic role involves partnering with Wealth Advisors to ensure service excellence and client retention, managing workflows, and resolving client issues effectively.

The successful candidate will demonstrate strong leadership, a profound understanding of wealth management processes, and excellent communication skills. This position offers a career advancement path to higher roles within the organization.