Manager, Client Service (ft. Collins, Co)

Mercer Advisors

Fort Collins, Colorado, USA
Base: $80,000 - $100,000 usd; bonus/equity: not sp...
On-site
Team member management and development
Increasing overall productivity
Promoting excellence in servicing clients
Mercer Advisors is seeking a Manager of Client Service in Fort Collins, Colorado, to oversee client service operations, manage team members, and enhance overall productivity. The ideal candidate will have experience in the financial industry, strong interpersonal skills, and a commitment to client-centered service

Job Summary

  • The Manager, Client Service works collaboratively with the Director, Client Service on team member management and development, increasing overall productivity, and promoting excellence in servicing the existing client base.
  • Responsibilities include people management such as hiring, training, mentoring, and supervision of Client Service Specialists, as well as operations management to optimize productivity and ensure an exceptional client experience.
  • Mercer Advisors offers a competitive and robust benefit package including company-paid life and disability insurance, multiple medical plan options, dental and vision insurance, and generous paid time off.

Matching Summary

Match Score: 85

Mercer Advisors is seeking a Manager of Client Service in Fort Collins, Colorado, to oversee client service operations, manage team members, and enhance overall productivity. The ideal candidate will have experience in the financial industry, strong interpersonal skills, and a commitment to client-centered service.

Salary

Base: $80,000 - $100,000 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • team member management and development
  • increasing overall productivity
  • promoting excellence in servicing clients
  • attention to detail
  • strong positive interpersonal skills
  • Proficiency with financial planning software
  • Proficiency with Salesforce
  • Proficiency with MS Office Suite

Nice-to-have

  • facilitate a strong team culture
  • identify scalable solutions
  • process improvements

Key Requirements

  • Bachelor's degree or equivalent
  • Minimum 2 years financial industry experience
  • Minimum 2 years client-facing experience
  • Notary designation a plus

Work Rights

Not specified

Tailored Resume

Cover Letter