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.

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Job Summary: The Relationship Manager is a key member of the Client's Wealth Management Team. They work collaboratively with Regis Wealth Advisors and Wealth Solution Specialists on the following: a) ensuring world-class customer service is delivered in a highly efficient manner with attention to detail and strong positive interpersonal skills, b) increasing overall productivity of services delivered to the clients, c) identifying additional growth opportunities within the book of business, d) Identification Implementation of Advanced Planning techniques for clients as needed .

Responsibilities

: Client Relationship Management Responsible for delivering world class client service experience to UHNW clients Client's key point of contact on the Wealth Management Team for day-to-day needs Cultivate a thorough understanding of the expectations and preferences of client to anticipate needs Responsible for preparing Regis WMT team for client meetings with various reports and analysis Extensive experience, swift identification of planning opportunities and operational expertise for effective resolution of client needs.

Requirements

: Education: Bachelor's degree or equivalent (preferably Business, Economics, Accounting or Finance related) Experience: Minimum 5

Relationship Manager, UHNW (Encino, CA)