Wealth Client Experience Manager

Mercer Advisors Inc.; Santa Barbara (CA); Hybrid; USD 72,000 - 85,000; Full time

Benefits offered by this job

Health Insurance

401(k) Plan with match

Paid Holidays and PTO

Parental Leave

Job summary

Mercer Advisors is hiring a Relationship Manager I in California to elevate client service delivery within the Wealth Management team. You will partner with Wealth Advisors to ensure client commitments are implemented with precision and care, while supporting practice management and client retention initiatives.

The role offers a clear path to senior levels and may involve collaboration across departments to optimize client experiences and drive firm growth.

Qualifications

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

Responsibilities

• Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.
• Manage service workflows and client touchpoints to ensure timely and accurate execution.
• Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.
• Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.
• Other duties as assigned.

Skills

Wealth management knowledge

Leadership & mentoring

CRM systems

Strategic thinking & collaboration

Tools

Workflow management tools

Job description

Mercer Advisors is hiring a Relationship Manager I in California to elevate client service delivery within the Wealth Management team. You will partner with Wealth Advisors to ensure client commitments are implemented with precision and care, while supporting practice management and client retention initiatives.

The role offers a clear path to senior levels and may involve collaboration across departments to optimize client experiences and drive firm growth.