Wealth Management Client Experience Manager

Mercer Advisors; Ann Arbor (MI); Hybrid; USD 66,300 - 78,000; Full time

Benefits offered by this job

Life & AD&D insurance

Disability insurance

Medical plans

HSA contributions

Vision insurance

Dep. Care Savings Accounts

Paid holidays and time off

Parental leave & adoption assistance

Concierge services

401(k) with match

Pet insurance

Financial planning at employee pricing

Job summary

Mercer Advisors is seeking a Relationship Manager I in its Client Service department to elevate service excellence across the wealth management team. You will work closely with Wealth Advisors to ensure commitments are implemented with precision, consistency, and care.

This role focuses on practice management, client retention, and business growth, offering a clear career path to higher levels with increasing strategic influence and client engagement.

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.
• Proficiency in CRM systems and workflow management tools.
• Strategic thinker with ability to influence and collaborate across teams.

Responsibilities

• Oversee the delivery of service commitments and client experience standards.
• Manage service workflows and client touchpoints for timely execution.
• Serve as a liaison between clients and internal teams to resolve issues.
• Lead client follow-up to ensure action items are completed and documented.
• Partner with Wealth Advisors on client segmentation, service tiering, and planning.
• Track client satisfaction metrics, service delivery KPIs, and retention trends.
• Collaborate with planning, investment operations, and compliance to ensure efficiency.

Skills

Wealth management

Client relationships

Leadership

Communication

CRM systems

Strategic thinking

Tools

CRM systems

Job description

Mercer Advisors is seeking a Relationship Manager I in its Client Service department to elevate service excellence across the wealth management team. You will work closely with Wealth Advisors to ensure commitments are implemented with precision, consistency, and care.

This role focuses on practice management, client retention, and business growth, offering a clear career path to higher levels with increasing strategic influence and client engagement.