Wealth Client Experience Manager

Mercer Advisors Inc.; Denver (CO); Híbrido; USD 54.000 - 64.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) Retirement Plan

Paid holidays and PTO

Descripción de la vacante

Mercer Advisors Inc. is seeking a Relationship Manager I in the Client Service department. You will elevate service delivery, partner with Wealth Advisors, and ensure execution aligns with firm standards and values.

The role emphasizes practice management, client retention, and growth, with a clear path to higher RM levels. Availability during standard business hours and a flexible work setup are expected.

Formación

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

Responsabilidades

• Oversee the client experience and ensure consistent delivery of service commitments.
• Collaborate with Wealth Advisors to manage client segmentation and service tiering.
• Lead client follow-up initiatives after meetings to complete action items.
• Coordinate with internal teams to drive efficiency and client satisfaction.
• Monitor client satisfaction metrics and retention trends.

Conocimientos

Wealth management

Client relationships

Leadership

Communication

CRM systems

Workflow tools

Strategic thinking

Herramientas

CRM software

Workflow tools

Descripción del empleo

Mercer Advisors Inc. is seeking a Relationship Manager I in the Client Service department. You will elevate service delivery, partner with Wealth Advisors, and ensure execution aligns with firm standards and values.

The role emphasizes practice management, client retention, and growth, with a clear path to higher RM levels. Availability during standard business hours and a flexible work setup are expected.