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Wealth Management Client Experience Lead

$72k - $90k

Mercer-Advisors

Mercer Advisors is seeking a Relationship Manager in Newport Beach, CA, to elevate client service and support the Wealth Management team. The role partners with Wealth Advisors to ensure precise delivery of service commitments and strategic client engagement. Responsibilities include overseeing the client experience, improving workflows, and mentoring staff, with standard business hours and potential early/late hours for deadlines. Base pay ranges from $72,000 to $90,000 USD. #J-18808-Ljbffr Mercer-Advisors

Vacancy posted 14 hours ago
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