Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money.

Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money A family office for your family.

We connect the dots of our clients’ financial lives by unifying planning, investing, taxes, estate, insurance, trust, and more.

Today, we proudly serve over 25,000 families, across over 90 cities, with over $45 Billion in assets entrusted to our care.

And we do this as an independent, national fiduciary which means we are committed to always working in the clients’ best interest.

Maximise your chances of a successful application to this job by ensuring your CV and skills are a good match.

When you join our team, you will find that it is different from what you typically see in our industry. Our client-facing professionals of in-house experts are 50% women, as is our overall employee base.

We bring together the best talent wherever they live with no formal headquarters, and many flexible working arrangements so we can assemble the best team.

Job Summary :

The Manager, Client Service works collaboratively with the Sr. Manager, Client Service on the following :

Team member management and development
Increasing overall productivity of direct reports
Promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills
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 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 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 : 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 manner

Certifications :

Notary designation 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

Location :

This will be a hybrid role in Walnut Creek, CA.

Work 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, no heavy lifting over 10 lbs.

Salary :

Average annual salary range for this position across our locations is : $70,000 to $125,000. Actual 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.

Benefits :

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 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

We are not accepting unsolicited resumes from agencies and / or search firms for this job posting.

Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws.

Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

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Last updated : 2024-09-26

Mercer Advisors

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