Sr. Manager, Client Service
Mercer Advisors(4 days ago)
About this role
Mercer Advisors is seeking a Senior Manager of Client Service to lead and develop client service teams, optimize operations, and contribute to the firm's growth and retention strategies. The role involves overseeing team performance, managing operational issues, and participating in strategic planning to enhance client experience.
Required Skills
- Client Service
- Team Management
- Operations
- Financial Planning Software
- Salesforce
- MS Office
- Leadership
- Customer Service
- Account Management
- Process Improvement
About Mercer Advisors
merceradvisors.comMercer Advisors (Mercer Global Advisors Inc.) is a Denver-based wealth management and registered investment advisory firm that provides family office–style financial planning, investment management, and wealth-transfer solutions for individuals, families, and business owners. Founded in 1985, the firm says it adapts the sophisticated, time-tested approaches used by ultra-high-net-worth clients and makes them accessible to a broader range of families. Mercer offers integrated services across investments, tax and estate planning, and fiduciary guidance, and was named the Top RIA in Barron’s 2025 Top 100 RIAs ranking.
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