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Relationship Manager (Atlanta, GA)

2 hours, 24 minutes ago
United States
Full-time
Mid Level
Account Manager
Customer and Technical Support
Apply Now
Mercer Advisors

Mercer Advisors

Mercer Advisors provides comprehensive wealth management services, including financial planning, investment management, and family office solutions, aimed at simplifying and enhancing the financial lives of its clients through a holistic and customized...

Capital Markets
251-1K
Founded 1985
View All Jobs 20

Description

  • Oversee execution of the firm’s service model to ensure client experiences meet standards and values.
  • Manage service workflows and client touchpoints for timely and accurate delivery.
  • Serve as a liaison between clients and internal teams to resolve issues and improve service.
  • Lead post-meeting follow-up to ensure action items are completed and documented.
  • Partner with Wealth Advisors on client segmentation, service tiering, and strategic planning.
  • Help implement and refine client communication strategies and engagement protocols.
  • Track and report on client satisfaction metrics, service KPIs, and retention trends.
  • Collaborate with internal departments such as financial planning, investment operations, and compliance.
  • Support business development efforts, including prospect meeting preparation and new client onboarding.
  • Identify opportunities to deepen client relationships through proactive outreach.

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.
  • Ability to collaborate and influence across teams.
  • Availability to work Monday through Friday, 8AM to 5PM, with occasional early or late hours.
  • Ability to work in a professional office or dedicated home office workspace free of interruptions.
  • Basic technology needs will be provided for the role.
  • Preferred consideration may include relevant experience, education, skills, and licenses or certifications.
  • Non-exempt employees must record working time daily and take a 30-minute unpaid lunch.

Benefits

  • Base pay range of $55,675 to $65,500 USD.
  • Eligible for incentive compensation through Mercer Advisors’ incentive compensation programs.
  • Company-paid basic life and AD&D insurance.
  • Company-paid short-term and long-term disability insurance.
  • Medical, dental, and vision coverage, including HSA and Kaiser options in California.
  • 14 company-paid holidays, including a full week off at Thanksgiving.
  • Generous paid time off for vacation and sick days.
  • Paid parental leave of 8 weeks and family medical leave.
  • 401(k) retirement plan with Traditional and Roth options and company match.
  • Employee assistance plan, adoption assistance, pet insurance, and concierge services.
  • Personalized financial planning and guidance at preferred employee pricing.

Interested in this position?

Apply directly on the company website

Apply Now

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