Manager, Client Service (newport Beach, Ca)

Mercer Advisors

Newport Beach, California, USA
Base: $80,000 - $100,000 usd; bonus/equity: not sp...
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Client service specialist responsibilities
Team member management and development
Promoting excellence in servicing clients
** Mercer Advisors is seeking a Manager, Client Service in Newport Beach, California, to oversee client service teams, enhance productivity, and ensure exceptional client experiences. The role requires a strong background in the financial industry, with a focus on team management and operational excellence. **

Job Summary

  • The Manager, Client Service will optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office.
  • This role will participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office.
  • Mercer Advisors offers a competitive and robust benefit package including medical, dental, vision, life insurance, disability insurance, and generous paid time off.

Matching Summary

Match Score: 75

** Mercer Advisors is seeking a Manager, Client Service in Newport Beach, California, to oversee client service teams, enhance productivity, and ensure exceptional client experiences. The role requires a strong background in the financial industry, with a focus on team management and operational excellence. **

Salary

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

Skills & Requirements

Must-have

  • Client Service Specialist responsibilities
  • Team member management and development
  • Promoting excellence in servicing clients
  • Proficiency with financial planning software
  • Proficiency with Salesforce and MS Office Suite

Nice-to-have

  • Strong positive interpersonal skills
  • Attention to detail
  • Flexible, Reliable, Trustworthy, and Confidential

Key Requirements

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

Work Rights

Not specified

Tailored Resume

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