Wealth Client Experience Manager

Merceradvisors; Denver (CO); On-site; USD 68,000 - 80,000; Full time

Benefits offered by this job

Company-Paid Life & AD&D Insurance

Short-Term and Long-Term Disability Insurance

Generous paid time off program

401(k) Retirement Plan with matching

Paid Parental Leave

Job summary

Mercer Advisors is seeking a Relationship Manager (RM) I in Denver, Colorado. This strategic, client-facing role partners closely with Wealth Advisors to elevate service excellence and manage client relationships effectively. The RM is responsible for ensuring that service commitments are implemented with precision and care, contributing significantly to client retention and business growth.

With strong prospects for career advancement to RM II and III, candidates should possess a solid understanding of wealth management service models, along with excellent communication and leadership skills. The role offers competitive compensation and a range of employee benefits.

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 client service commitments.
• Manage service workflows and client touchpoints effectively.
• Partner with Wealth Advisors for strategic client planning.

Skills

Wealth management processes

Client relationship management

Leadership and mentoring

Communication skills

Problem-solving skills

Proficiency in CRM systems

Strategic thinking

Job description

Mercer Advisors is seeking a Relationship Manager (RM) I in Denver, Colorado. This strategic, client-facing role partners closely with Wealth Advisors to elevate service excellence and manage client relationships effectively. The RM is responsible for ensuring that service commitments are implemented with precision and care, contributing significantly to client retention and business growth.

With strong prospects for career advancement to RM II and III, candidates should possess a solid understanding of wealth management service models, along with excellent communication and leadership skills. The role offers competitive compensation and a range of employee benefits.