Wealth Experience Relationship Manager

Merceradvisors; Boulder (CO); On-site; USD 59,500 - 70,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan with match

Paid time off

Job summary

Mercer Advisors is seeking a Relationship Manager I to elevate client service delivery within the Client Service department. You will partner with Wealth Advisors to ensure service commitments are implemented with precision, supporting client retention and growth.

The role emphasizes overseeing the firm’s service model, practice management, and engagement with internal teams to align on standards and client needs. Base pay is disclosed and eligibility for incentive programs is noted.

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.

Responsibilities

• Oversee client experience and ensure service commitments are met.
• Partner with Wealth Advisors to support client segmentation and planning.
• Track client satisfaction and retention metrics; report KPIs.
• Collaborate with internal departments to ensure efficiency.

Skills

Wealth management

Client relationships

Leadership

Communication

CRM proficiency

Strategic thinking

Tools

CRM systems

Workflow tools

Job description

Mercer Advisors is seeking a Relationship Manager I to elevate client service delivery within the Client Service department. You will partner with Wealth Advisors to ensure service commitments are implemented with precision, supporting client retention and growth.

The role emphasizes overseeing the firm’s service model, practice management, and engagement with internal teams to align on standards and client needs. Base pay is disclosed and eligibility for incentive programs is noted.