Senior Relationship Manager - Wealth Advisory

Mercer Advisors seeks a Relationship Manager I to oversee client relations and enhance the service delivery process in Wealth Management. This role thrives on strategic client engagement and service excellence.

In this role, the Relationship Manager I will support Wealth Advisors by aligning service commitments with client expectations. As a pivotal member of the Client Service department, you will improve client touchpoints and contribute to actionable strategies for business growth. Paths for advancement to Relationship Manager II and III are available, offering increased leadership responsibilities.

Key Responsibilities:
• Act as a steward of client experience standards
• Manage client workflows to ensure accuracy and timeliness
• Liaise between clients and internal teams for issue resolution
• Lead post-meeting follow-up initiatives
• Collaborate on client segmentation and service engagement protocols

Requirements...

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