Mercer Advisors is seeking a Relationship Manager I to enhance client service within their Wealth Management team in Morristown, NJ. The role focuses on ensuring service excellence, improving client relationships, and supporting business growth, while offering a clear path for career advancement
Job Summary
The Relationship Manager I is a strategic, client-facing role within the Client Service department designed to elevate the delivery of service excellence across the Wealth Management team.
This role partners closely with Wealth Advisors to ensure that service commitments made to clients are implemented with precision, consistency, and care.
Mercer Advisors offers a competitive and robust benefit package to our employees, focused on meeting all health and welfare needs.
Matching Summary
Match Score: 85
Mercer Advisors is seeking a Relationship Manager I to enhance client service within their Wealth Management team in Morristown, NJ. The role focuses on ensuring service excellence, improving client relationships, and supporting business growth, while offering a clear path for career advancement.
Salary
Base: $65,418.52 - $76,962.96 USD; Bonus/Equity: Not specified; 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, Generous paid time off program, Employee Assistance Plan, Family Medical Leave
Skills & Requirements
Must-have
Client-facing role
Service excellence delivery
Manage service workflows
Client follow-up initiatives
CRM systems proficiency
Nice-to-have
Strategic liaison
Proactive client engagement
Business development support
Team environment leadership
Key Requirements
Strong understanding of wealth management
Proven ability to manage complex client relationships
Leadership and mentoring experience
Excellent communication, organizational, and problem-solving skills