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Hybrid Client Leader – Wealth Management
Job in
Walnut, Los Angeles County, California, 91789, USA
Listed on 2026-07-20
Listing for:
Mercer-Advisors
Full Time
position Listed on 2026-07-20
Job specializations:
-
Management
Client Relationship Manager, Wealth Management
Job Description & How to Apply Below
Mercer Advisors is seeking a Relationship Manager I to partner with Wealth Advisors and lead client service excellence within the Wealth Management team. You will oversee service delivery, client experiences, and practice growth while advancing through a defined leadership path to higher RM levels.
The role emphasizes strategic client engagement, issue resolution, and collaboration across internal teams to maintain high standards and retention.
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