Manager, Client Service

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
• 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

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.

#LI-Hybrid

Base Pay Range

$100,000 - $110,000 USD

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 Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
• Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including 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 (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to…