Manager, Client Service
Skills
- Minimum 2 years financial industry experience and 2 years client-facing experience
- Proficiency with financial planning software, Salesforce, and MS Office (Excel, Word)
- Strong verbal and written communication skills
- Ability to multi-task, prioritize workload, and manage multiple projects
- High attention to detail and commitment to confidentiality
- Analytical and technical aptitude for account and operational topics
Responsibilities
- Hire, train, mentor and supervise Client Service Specialists, Coordinators, and Interns
- Maximize team productivity through coaching, scheduling, and workflow prioritization
- Perform Client Service Specialist responsibilities as needed
- Act as local subject matter expert for complex account topics (e.g., 10b5-1 plans, pledged asset lines, account overlays)
- Coordinate local projects (RMDs, tax loss harvesting, cash audits, new deposit tracking)
- Handle HR system manager functions including timekeeping, PTO, and performance reviews
- Contribute to local strategy as part of the senior leadership team and share best practices
- Support Branch Operations and Learning & Development on projects and trainings
- Facilitate team meetings, events, and a strong team culture
Education
- Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance)
- Equivalent experience considered
Benefits
- Company paid basic Life & AD&D insurance
- Company paid short-term and long-term disability
- Supplemental life, disability, accident, critical illness, and hospital indemnity options
- Multiple medical plan options including HDHPs and traditional co-pay plan with HSA and company contributions
- Dental and vision plans
- Dependent Care FSA
- 14 company paid holidays including a full week off at Thanksgiving
- Generous paid time off (vacation and sick)
- Employee assistance program and family medical leave
- Paid parental leave and maternity benefits
- Adoption assistance reimbursement
- Company paid concierge services
- 401(k) with Traditional and Roth options and per-pay-period match
- Pet insurance
Average salary estimate
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Established in 1985, Mercer Advisors is a total wealth management firm dedicated to providing clients with financial clarity, investment insight, and long-term collaborative partnerships. Our comprehensive suite of services includes financial plan...
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