Wealth Client Experience Manager

Mercer Advisors; Rockville (MD); Hybrid; USD 68,000 - 80,000; Full time

Benefits offered by this job

401(k) retirement plan with match

Health insurance

Paid holidays

Paid time off

Parental leave

Job summary

Mercer Advisors is seeking a Relationship Manager I to elevate service delivery within our Wealth Management team. You will partner with Wealth Advisors to ensure commitments are met with precision, facilitating strong client engagement and retention.

The role emphasizes practice management, escalation resolution, and collaboration across financial planning, investment operations, and compliance to deliver a superior client experience.

Qualifications

• Experience in wealth management client service.
• Ability to manage complex client relationships and resolve issues.

Responsibilities

• Oversee the execution of the firm's service model and client experience standards.
• Serve as a liaison between clients and internal teams to ensure timely, accurate service.
• Lead follow-up initiatives to close action items after meetings.
• Collaborate with Wealth Advisors to support client segmentation and engagement protocols.
• Identify opportunities to deepen client relationships and support advisor growth.

Skills

Wealth management

Client relationship management

Leadership

Communication

CRM systems

Strategic thinking

Team collaboration

Job description

Mercer Advisors is seeking a Relationship Manager I to elevate service delivery within our Wealth Management team. You will partner with Wealth Advisors to ensure commitments are met with precision, facilitating strong client engagement and retention.

The role emphasizes practice management, escalation resolution, and collaboration across financial planning, investment operations, and compliance to deliver a superior client experience.