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Wealth Client Manager Retention

Job in Boca Raton, Palm Beach County, Florida, 33481, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-06-17
Job specializations:
  • Business
    Client Relationship Manager
Salary/Wage Range or Industry Benchmark: 60000 - 80000 USD Yearly USD 60000.00 80000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Client Experience Manager | Growth & Retention

Mercer Advisors in Boca Raton, Florida is seeking a Relationship Manager I to enhance service excellence across the Wealth Management team. This client-facing role focuses on ensuring seamless service delivery while collaborating closely with Wealth Advisors.

The successful candidate will oversee service operations, track client satisfaction, and contribute to business growth through strategic client engagement and relationship management.

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