Relationship Manager (San Francisco, CA)

The role

The Relationship Manager I is a strategic, client-facing role within the Client Service department. This person will oversee the execution of the firm's service model and partner with Wealth Advisors to ensure service commitments are met.

What you will do

• Ensure consistent delivery of service commitments made to clients
• Manage service workflows and client touchpoints
• Serve as a strategic liaison between clients and internal teams
• Lead client follow-up initiatives post-meetings
• Partner with Wealth Advisors to support client segmentation and strategic planning
• Implement and refine the advisory team's service model
• Track and report on client satisfaction metrics and retention trends
• Collaborate with internal departments like financial planning and compliance
• Identify opportunities to deepen client relationships
• Support business development efforts for prospect meetings and onboarding

Required qualifications

• 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 and ability to influence and collaborate across teams
• Ability to sit and stand for periods of time
• No heavy lifting over 10 lbs

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
• Kaiser Medical plans available in California
• Health Savings Account (HSA) with company contributions
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account
• 14 Company Paid Holidays including a full week off at Thanksgiving
• Generous paid time off program for vacation and sick days
• Employee Assistance Plan

Before you apply

• Not accepting unsolicited resumes from agencies and/or search firms
• Participates in E-Verify

About the company

Mercer Advisors has been helping families integrate financial planning, investment management, tax, estate, and insurance for more than 40 years. It is an independent fiduciary ranked #1 for RIA firms with up to $70 billion in assets by Barron's for two consecutive years.