Wealth Client Experience Manager

Merceradvisors; Oklahoma; On-site; USD 63,750 - 75,000; Full time

Benefits offered by this job

Company Paid Life & AD&D Insurance

Short‑Term and Long‑Term Disability Insurance

Health Savings Account (HSA)

Generous paid time off program

401(k) Retirement Plan

Job summary

Merceradvisors is looking for a Relationship Manager I in Oklahoma. This strategic role focuses on client experience and service excellence within the Wealth Management team. Responsibilities include ensuring service commitments are met and fostering client relationships to drive business growth.

Ideal candidates should possess strong leadership, communication skills, and experience managing complex client relationships. Includes a clear progression to higher positions with more influence and responsibilities.

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 made to clients.
• Manage service workflows and client touchpoints to ensure execution.
• Identify opportunities to deepen client relationships through outreach.

Skills

Wealth management processes

Client relationship management

Leadership

Communication skills

CRM systems proficiency

Job description

Merceradvisors is looking for a Relationship Manager I in Oklahoma. This strategic role focuses on client experience and service excellence within the Wealth Management team. Responsibilities include ensuring service commitments are met and fostering client relationships to drive business growth.

Ideal candidates should possess strong leadership, communication skills, and experience managing complex client relationships. Includes a clear progression to higher positions with more influence and responsibilities.