Join Mercer Advisors as a Relationship Manager I and enhance wealth management client services. Collaborate closely with Wealth Advisors to deliver best-in-class client experiences.
This role is integral to the Client Service department at Mercer Advisors, focusing on service excellence and client retention. As a Relationship Manager I, you will manage service workflows, enhance client engagement, and ensure the firm's standards are met. You will also help grow client relationships through proactive outreach and strategic insights.
Key Responsibilities:
• Oversee consistent client service delivery and workflows
• Act as a liaison to resolve client issues efficiently
• Implement and refine the advisory team’s service model
• Conduct follow-ups to ensure all client action items are met
• Collaborate with various departments to ensure efficiency
Requirements:
• Comprehensive understanding of wealth management service models
• Ability to manage complex client ...