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Wealth Client Lead

Job in Tulsa, Tulsa County, Oklahoma, 74145, USA
Listing for: Mercer Advisors
Full Time position
Listed on 2026-06-18
Job specializations:
  • Management
    Client Relationship Manager, Wealth Management
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 Lead

Mercer Advisors is looking for a Relationship Manager in Oklahoma City, OK. This strategic, client-facing role will enhance service excellence within the Wealth Management team. You will oversee the execution of the service model, ensuring client experiences align with the firm’s standards. The role offers a clear career path to more senior positions.

Responsibilities include managing client relationships, ensuring timely service delivery, and collaborating with Wealth Advisors to support strategic planning. Strong communication and problem-solving skills are essential.

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