Manager, Client Service

Why Work at Mercer Advisors?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 the kind of comprehensive care once reserved for only the wealthiest households.Today, we serve over 42,800+ families across 110+ 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.Join us and help families amplify and simplify their financial lives with confidence.* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.Job Summary:The Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform 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 officeMaximize talent via employee development and coachingFacilitate a strong team culture and the sharing of best practices across an office or teamPartner with Client Service Leadership Team to facilitate ongoing CSS training and developmentHandle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reportsOperations Management Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the officeEnsure an exceptional client experience in the office/teamAct as a local contact for any operational issues or challengesServe as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managersCoordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new depositsLeadership Directly impact growth and client retention and monitor progress toward team goalsParticipate as a member of the Sr. Manager’s leadership team along with other managers/directors to contribute to local strategy decisionsCoordinate team meetings and eventsIdentify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firmSupport Branch Operations on new projects and initiativesSupport Learning and Development on Client Service Specialist trainingsOffice management responsibilities as assignedRequirements:Education:· Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)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 mannerCertifications:· Notary designation a plusJob 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 mattersWork Schedule: Monday through Friday, 8:00AM – 5:00PM.Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.#LI-HybridActual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs. Base Pay Range $100,000—$110,000 USDBenefits:Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:Company Paid Basic Life & AD&D InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent 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 daysEmployee Assistance PlanFamily Medical LeavePaid 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 ProgramCompany 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 as well as an after-tax optionPet InsurancePersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricingWe are not accepting unsolicited resumes from agencies and/or search firms for this job posting.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.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.For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.CCPA Notice at Collection