Wealth Client Experience Manager

Merceradvisors; Tennessee; 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) with company contributions

Paid Parental Leave (8 weeks)

401(k) Retirement Plan with company match

Pet Insurance

Generous paid time off program

Concierge Services for employees

Job summary

Merceradvisors in Tennessee seeks a Relationship Manager (RM) I to enhance client experiences within the Wealth Management team.

This role partners closely with Wealth Advisors and oversees execution of service commitments. Responsibilities include managing service workflows and being a strategic liaison for clients. Ideal candidates will demonstrate knowledge of wealth management processes and possess excellent communication skills.

Qualifications

• Strong understanding of wealth management processes.
• Proven ability to manage complex client relationships.
• Leadership and mentoring experience within a team environment.

Responsibilities

• Ensure the consistent delivery of service commitments to clients.
• Manage service workflows and client touchpoints.
• Serve as a strategic liaison between clients and internal teams.

Skills

Understanding of wealth management processes and service models

Proven ability to manage complex client relationships

Leadership and mentoring experience

Excellent communication and problem-solving skills

Proficiency in CRM systems

Strategic thinker

Job description

Merceradvisors in Tennessee seeks a Relationship Manager (RM) I to enhance client experiences within the Wealth Management team.

This role partners closely with Wealth Advisors and oversees execution of service commitments. Responsibilities include managing service workflows and being a strategic liaison for clients. Ideal candidates will demonstrate knowledge of wealth management processes and possess excellent communication skills.