Job Summary:

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.

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

Requirements:

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

Job Summary:

The Wealth Advisor focuses on deepening relationships with an established base of clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.

Unlike other firms, Mercer has a dedicated Sales team so that our advisors can focus exclusively on their clients. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. They’re supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning, tax, estate planning, and more.

Key Responsibilities and Duties

• Partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that help them work towards well defined financial objectives.
• Communicates complex financial solutions to clients, utilizing interpersonal communication and relationship building skills.
• Ensures client retention by building meaningful and long-lasting relationships, alongside the development and implementation of appropriate financial solutions.
• Leverages Mercer’s broad set of solutions including tax, estate planning, insurance, and more to provide a comprehensive offering to our clients

• Ensures adherence to compliance and regulatory policies as well as company standards of client care

• Acts as a fiduciary, placing client interests and outcomes first

Required Knowledge, Skills and Abilities:

Education:

• Bachelor's degree from an accredited institution (preferably Business, Economics, Accounting or Finance related); Master’s degree a plus

Experience:

• 7-10 years of job-related experience (Independent Advisor, Registered Representative, Securities Portfolio Manager, Financial Planner, Certified Public Accountant)

Certifications/Licenses:

• Certified Financial Planner (CFP) designation required. In lieu of the CFP, the following certifications may be acceptable:  Chartered Financial Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC).
• Series 65 required, unless any of the above designations qualify for an exemption in the applicable state(s)

Skills & Competencies:

• Advanced knowledge of the industry, financial products, and financial planning concepts
• Superior communication skills, with the ability to effectively present investment, finance, and tax planning solutions to clients
• Advanced knowledge of the economic landscape/general understanding of impact on the Firm and clients
• Experience utilizing financial planning software
• Expert at collaboration and willing to help others
• Sales aptitude and experience is preferred
• An entrepreneurial spirit and growth-mindset, with a positive attitude that contributes to a positive work environment
• Strong core understanding of our investments and ISG, along with the ability to perform asset allocation and analysis for portfolio reviews
• Comprehensive understanding of compliance requirements
• Ability to travel up to 20% as required for client meetings, company training, etc.

Work Schedule:   Business hours Monday through Friday.

Working Conditions:  Hybrid schedule with a combination of remote and office work in a professional office environment.  Working inside.  Standing and sitting.  Will be assigned to a workstation.  

#LI-Hybrid