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.

S. * Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve.

With a flexible, national footprint, we build our teams around exceptional talent — wherever they are. Join us and help families amplify and simplify their financial lives with confidence. * 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 .

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.

as assigned

Requirements

: 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 demons

Manager, Client Service