Mercer Advisors is a leading firm that helps families enhance their financial lives through integrated financial services. The Relationship Manager I is a client-facing role responsible for ensuring service excellence and overseeing the execution of the firm’s service model while collaborating with Wealth Advisors to enhance client experiences and support business growth.
Responsibilities
- Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards
- 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
- Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols
- Track and report on client satisfaction metrics, service delivery KPIs, and retention trends
- Collaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency
- Identify opportunities to deepen client relationships through proactive outreach and strategic engagement
- Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients
- Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives
Skills
- 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 and strong ability to influence and collaborate across teams
Benefits
- Company Paid Basic Life & AD&D Insurance
- Company Paid Short-Term and Long-Term Disability Insurance
- Supplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
- Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
- Adoption Assistance Reimbursement Program
- Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
Company Overview
Mercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.