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About the Role

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department, designed to elevate the delivery of service excellence across the Wealth Management team. This role partners closely with Wealth Advisors to ensure client service commitments are implemented with precision, consistency, and care. The RM I oversees the execution of the firm’s service model, ensuring client experiences align with standards and values, playing a critical role in practice management, client retention, and business growth. This role offers a clear career path to Relationship Manager II and III.

Responsibilities

Ensure consistent delivery of service commitments, acting as a steward of the firm’s client experience standards.
Manage service workflows and client touchpoints for 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 the implementation and refinement of 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 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.

Requirements

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 with a strong ability to influence and collaborate across teams.

Skills

Wealth management
Client relationship management
Issue resolution
Leadership
Mentoring
Communication
Organization
Problem-solving
CRM systems
Workflow management
Strategic thinking
Collaboration

Location

Hybrid

Work Type

Full-time

Experience Level

Entry Level

Salary/Compensations

$59,500—$70,000 USD

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)
Adoption Assistance Reimbursement Program
Company Paid Concierge Services
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

About the Company

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
We deliver comprehensive care once reserved for only the wealthiest households.
We serve over 31,300 families across 90+ cities across the U.S.
Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years.
Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.
Mercer Advisors offers a workplace that stands apart in the financial industry.
More than half of our employees and client-facing professionals are women, reflecting the clients we serve.
With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Equal Opportunity

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law.
Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.