Manager, Client Service (Walnut Creek, CA)

Why Work at Mercer Advisors? For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA firm in the nation by Barron’s. Job Summary The Manager, Client Service works collaboratively with the Director, Client Service on the following: team member management and development; increasing overall productivity of direct reports; promoting excellence in servicing the existing client base in a highly efficient manner with attention to detail and strong positive interpersonal skills; and performing Client Service Specialist responsibilities. Responsibilities People Management 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. Operations Management 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. Leadership Directly impact growth and client retention and monitor progress toward team goals. Participate as a member of the senior 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 Education Bachelor’s degree or equivalent (preferably in Business, Economics, Accounting or Finance). Experience 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. Certifications Notary designation is a plus. Job Skills 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. Work Schedule Monday through Friday, 8:00 AM - 5:00 PM. Working Conditions Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation. Base Pay Range Base pay: $100,000 - $110,000 USD. Position is also eligible to earn incentive compensation through one of Mercer Advisors’s incentive compensation programs. 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, including two high‑deductible health plans and a traditional co‑pay plan. Health Savings Account with company contributions if enrolled in either HDHP medical plan. 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 a 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. Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing. Accommodation Requests If you need an accommodation during the application or hiring process, please email View email address on click.appcast.io. This inbox is for accommodation requests only. EEO Statement 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. #J-18808-Ljbffr