Wealth Relationship Manager — Client Experience

Mercer-Advisors; San Francisco (CA); Hybrid; USD 80,750 - 95,000; Full time

Benefits offered by this job

Health benefits

401(k) matching

Paid holidays

Parental leave

Life Insurance

Job summary

Mercer Advisors in San Francisco, CA is seeking a Relationship Manager to elevate client service delivery within Wealth Management. The RM collaborates with Wealth Advisors to implement service commitments with precision and care across client engagements.

The role focuses on practice management, client retention, and business growth, with a clear path to higher RM levels and increased strategic influence.

Qualifications

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

Responsibilities

• Ensure the consistent delivery of client service commitments.
• 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.
• Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
• Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.

Skills

Wealth management

Client relationships

Leadership

Communication

CRM proficiency

Tools

CRM systems

Job description

Mercer Advisors in San Francisco, CA is seeking a Relationship Manager to elevate client service delivery within Wealth Management. The RM collaborates with Wealth Advisors to implement service commitments with precision and care across client engagements.

The role focuses on practice management, client retention, and business growth, with a clear path to higher RM levels and increased strategic influence.