Manager, Client Service

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Mercer Advisors

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Fintech • Finance • B2C

Mercer Advisors is a comprehensive financial advisory firm that focuses on simplifying and amplifying clients' financial lives. They offer a family office-style service, providing a unified team of financial planners, investors, accountants, and estate specialists who tailor financial plans to individual needs. With over 40 years of experience, the firm emphasizes personalized, fiduciary-focused service without compromising on institutional-grade portfolio management, making it accessible for families and individuals seeking to enhance their financial future.

501 - 1000 employees

Founded 1985

💳 Fintech

💸 Finance

👥 B2C

📋 Description

• Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office • Maximize talent via employee development and coaching • Facilitate a strong team culture and the sharing of best practices across an office or team • Partner with Client Service Leadership Team to facilitate ongoing CSS training and development • Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports • Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office • Ensure an exceptional client experience in the office/team • Act as a local contact for any operational issues or challenges • Serve as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers • Coordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits • Directly impact growth and client retention and monitor progress toward team goals • Participate as a member of the Sr. Manager’s leadership team along with other managers/directors to contribute to local strategy decisions • Coordinate team meetings and events • Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm • Support Branch Operations on new projects and initiatives • Support Learning and Development on Client Service Specialist trainings • Office management responsibilities as assigned

🎯 Requirements

• Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related) • Minimum 2 years of financial industry related experience • Minimum 2 years of client-facing experience • Experience with interacting with individuals at all income levels in a professional and confidential manner • Notary designation a plus • Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion • Excellent verbal, written, analytical and organization skills • Technical and analytical training and ability to multi-task and manage multiple projects at once • Proficiency with financial planning software, Salesforce and MS Office Suite • Flexible, Reliable, Trustworthy, and Confidential with all matters

🏖️ 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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan. • Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks) • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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 • Pet Insurance