Manager, Client Service
Mercer Advisors · Walnut Creek, CA · 2 wk ago
HybridBusiness Development$100k–$110k/yrFull-time
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. Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.
About the Role
The Manager, Client Service works collaboratively with the Director, Client Service on the following:
- Team member management and development
- Increasing overall productivity of direct reports
- Promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills
- Performing 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
- Achieve an exceptional client experience in the office/team
- Serve as a local contact for any operational issues or challenges
- 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
- Cook up 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
- 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.
Benefits
- 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
- Kaiser Medical plans available in California
- Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for child and dependent care
- Dependent Care Savings Account for