Manager, Client Service (Charlotte, NC)

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 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 .

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.

• 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

• Education:
  
  Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)
• Experience:
  
  Minimum 2 years of financial industry related experience
• Experience:
  
  Minimum 2 years of client-facing experience
• 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
• Job
  
  Skills:
  
  Excellent verbal, written, analytical and organization skills
• Job
  
  Skills:
  
  Technical and analytical training and ability to multi-task and manage multiple projects at once
• Job
  
  Skills:
  
  Proficiency with financial planning software, Salesforce and MS Office Suite
• Job
  
  Skills:
  
  Flexible, Reliable, Trustworthy, and Confidential with all matters

Monday through Friday, 8:00AM – 5:00PM.

Professional office environment,…