Wealth Client Experience Manager (Hybrid)

Merceradvisors; Minneapolis (MN); Hybrid; USD 70,000 - 85,000; Full time

Benefits offered by this job

Health insurance

Disability insurance

Dental plans

Health Savings Account (HSA)

401(k) with match

Paid holidays

Paid time off

Job summary

Mercer Advisors, a leading independent fiduciary, is seeking a Relationship Manager I within the Client Service team. You will elevate service delivery, partner with Wealth Advisors, and ensure high-quality client experiences across the wealth management practice.

You will oversee the firm’s service model execution, support client retention and practice management, and collaborate with planning, investments, and compliance to align with our standards and values.

Qualifications

• Experience in wealth management and client servicing.
• Proven ability to manage complex client relationships.
• Strong communication and organizational skills.
• Ability to collaborate across teams including planning and investments.
• Leadership experience within a team environment.

Responsibilities

• Oversee delivery of service commitments and client experience.
• Coordinate with Wealth Advisors to support client segmentation and planning.
• Monitor client satisfaction metrics and retention trends.
• Collaborate with internal departments to ensure efficiency and alignment.
• Lead post-meeting follow-ups and document action items.

Skills

Client relationship management

Wealth management knowledge

Leadership

Communication skills

Strategic thinking

Tools

CRM systems

Job description

Mercer Advisors, a leading independent fiduciary, is seeking a Relationship Manager I within the Client Service team. You will elevate service delivery, partner with Wealth Advisors, and ensure high-quality client experiences across the wealth management practice.

You will oversee the firm’s service model execution, support client retention and practice management, and collaborate with planning, investments, and compliance to align with our standards and values.