Relationship Manager (Walnut Creek, CA)

Overview

Mercer Advisors is a fiduciary financial services firm offering integrated financial planning, investment management, tax, estate, and related services. We serve families with a national footprint and emphasize client-centric, high-quality service.
Join us to help families amplify and simplify their financial lives with confidence.
Job Summary

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The RM elevates service excellence across the Wealth Management team, partnering closely with Wealth Advisors to ensure service commitments are implemented with precision, consistency, and care. This role oversees the execution of the firm’s service model, ensuring client experiences align with the firm’s standards and values. The RM I contributes to practice management, client retention, and business growth, and has a defined path to Relationship Manager II and III with increasing leadership responsibilities.
Essential Job Functions

Client Experience Oversight
Ensure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standards.
Manage service workflows and client touchpoints to ensure timely and accurate execution.
Serve as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service delivery.
Lead client follow-up initiatives post-meetings to ensure all action items are completed and documented.
Partner with Wealth Advisors to support client segmentation, service tiering, and strategic planning.
Facilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocols.
Track and report on client satisfaction metrics, service delivery KPIs, and retention trends.
Collaborate with internal departments to ensure alignment and efficiency.
Growth & Retention Support
Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.
Support business development efforts by helping advisors prepare for prospect meetings and onboarding new clients.
Maintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiatives.
Knowledge, Skills, and Abilities
Strong understanding of wealth management processes and service models.
Proven ability to manage complex client relationships and resolve issues effectively.
Leadership and mentoring experience within a team environment.
Excellent communication, organizational, and problem-solving skills.
Proficiency in CRM systems and workflow management tools.
Strategic thinker with the ability to influence and collaborate across teams.
Work Schedule

This role requires availability during standard business hours of Monday through Friday from 8:00 AM to 5:00 PM. Some duties may require early or late hours to meet business needs.
Working Conditions

This position may be in a professional office environment or a dedicated home office workspace free of interruptions. Basic technology will be provided. Routine sitting and standing for periods; no heavy lifting over 10 lbs.
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Compensation & Benefits

Base Pay Range: $80,750 – $95,000 USD. Actual base pay is determined by factors including geography, experience, education, skills, and licenses/certifications. Position is eligible for incentive compensation through Mercer Advisors’ programs. Mercer Advisors offers a comprehensive benefits package, including but not limited to:
Company Paid Basic Life & AD&D Insurance
Company Paid Short-Term and Long-Term Disability Insurance
Supplemental Life & AD&D; Short-Term Disability; etc. (as listed)
Medical plans, Health Savings Account with company contributions
Vision Insurance
Dependent Care Savings Account
Paid holidays and generous paid time off
Employee Assistance Plan and Family Medical Leave
Paid Parental Leave and Adoption Assistance
401(k) retirement plan with employer match
Additional voluntary benefits including pet insurance and financial planning guidance
Compliance & Application Info

This job posting is not soliciting agency or search firm submissions. Mercer Advisors is an equal opportunity employer and participates in E-Verify. Accommodation requests during the application process can be emailed to PeopleTeam@merceradvisors.com.

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