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Wealth Client Lead

Job in Pittsburgh, Allegheny County, Pennsylvania, 15289, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-07-01
Job specializations:
  • Finance & Banking
    Wealth Management
Salary/Wage Range or Industry Benchmark: 72250 - 85000 USD Yearly USD 72250.00 85000.00 YEAR
Job Description & How to Apply Below
Position: Wealth Client Experience Lead

Mercer Advisors in Pennsylvania is seeking a Relationship Manager (RM) I to enhance client service within the Wealth Management team. This strategic, client-facing role is responsible for ensuring exceptional client experiences and managing service workflows.

The ideal candidate will work closely with Wealth Advisors and contribute to business growth and client retention. The position offers a clear path for career advancement to higher managerial roles.

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