Relationship Manager I (Dallas, TX)

Mercer Advisors is a leading firm in financial services, dedicated to improving the financial lives of families across the U.S. The Relationship Manager I is a client-facing role responsible for ensuring service excellence within the Wealth Management team, partnering with Wealth Advisors to enhance client experiences and support business growth.

Responsibilities

• 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 (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiency
• 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

Skills

• 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 strong ability to influence and collaborate across teams

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.
• Two comprehensive Dental Plans
• Vision Insurance Plan
• Dependent Care Savings Account for child and dependent care.
• 14 Company Paid Holidays including 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 (8 weeks)
• Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 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 as well as an after-tax option
• Pet Insurance

Company Overview