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Client Service Manager

Client Service Manager

Mercer AdvisorsScottsdale, AZ, US
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Job Description

Job Description

Why Work at Mercer Advisors?

For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.

Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

  • 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.

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 : 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 :

    Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following :

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Health Savings Account (HSA) with company contributions on a per pay period basis if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays with a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (6 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match
  • Pet Insurance

    • We are not accepting unsolicited resumes from agencies and / or search firms for this job posting.

    Mercer Advisors provides equal employment opportunity to all applicants and employees without regard to age, color, disability, gender, marital status, national origin, race, religion, sexual orientation, gender identity and expression, physical or mental disability, genetic predisposition or carrier status, or any other characteristic protected by law in accordance with all applicable federal, state, and local laws. Mercer Advisors provides equal employment opportunity in all aspects of employment and employee relations, including recruitment, hiring, training and development, promotion, transfer, demotion, termination, layoff, compensation, benefits, and all other terms, conditions, and privileges of employment in accordance with applicable federal, state, and local laws.

    If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.

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    Client Service Manager • Scottsdale, AZ, US