Client-Facing Relationship Manager at Mercer

Elevate client experiences as a Relationship Manager I with Mercer Advisors. This strategic role partners with Wealth Advisors to ensure service excellence and client satisfaction.
As a Relationship Manager I, you'll play a pivotal role in the Client Service department. Your responsibilities will include overseeing service delivery, managing workflows, and acting as a liaison between clients and internal teams. This position also emphasizes practice management, retention, and business growth, providing essential support for Wealth Advisors planning and engagement strategies.
Key Responsibilities:
• Ensure timely execution of service commitments to clients
• Manage client touchpoints and communications effectively
• Lead initiatives for client follow-ups post meetings
• Collaborate with internal teams to enhance service delivery
• Track client satisfaction metrics and retention trends
Requirements:
• Strong knowledge of wealth management processes
• Proven ...

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