Manager, Client Service

Mercer Advisors • Houston, TX

4h • $70,000 - $85,000 • Hybrid

About The Position

The Manager, Client Service works collaboratively with the Director, Client Service on team member management and development, improving direct-report productivity, and delivering efficient, detail-oriented service to existing clients. The role also performs Client Service Specialist responsibilities. It includes people and operations management, leadership contributions, support for firm initiatives and training, and office management as assigned. The schedule is Monday through Friday, 8:00 a.m. to 5:00 p.m., in a professional office environment.

Requirements

• Bachelor’s degree or equivalent; preferably in Business, Economics, Accounting, or Finance.
• At least 2 years of financial-industry-related experience.
• At least 2 years of client-facing experience.
• Experience interacting professionally and confidentially with individuals at all income levels.
• Self-motivated and well-organized, with the ability to work independently and as part of a team and follow details through to completion.
• Excellent verbal, written, analytical, and organizational skills.
• Technical and analytical training and the ability to multitask and manage multiple projects at once.
• Proficiency with financial planning software, Salesforce, and Microsoft Office Suite.
• Flexible, reliable, trustworthy, and able to handle matters confidentially.

Nice To Haves

• Notary designation.

Responsibilities

• Participate in hiring, training, mentoring, and supervising Client Service Specialists, Client Service Coordinators, and interns in an office.
• Develop and coach employees to maximize talent.
• Facilitate a strong team culture and the sharing of best practices across an office or team.
• Partner with the Client Service Leadership Team to facilitate ongoing Client Service Specialist training and development.
• Handle manager functions in the HR system, including timekeeping, PTO requests, and performance reviews for direct reports.
• Coordinate Client Service Specialist coverage and help prioritize office workflow to optimize productivity.
• Help ensure an exceptional client experience in the office or team.
• Act as a local contact for operational issues or challenges.
• Serve as a subject matter expert on complex account-related topics, including 10b5-1 plans, pledged asset lines, account overlays, and separate account managers.
• Coordinate local projects such as RMDs, tax-loss harvesting, cash audits, and tracking new deposits.
• Impact growth and client retention and monitor progress toward team goals.
• Participate in the Sr. Manager’s leadership team and contribute to local strategy decisions.
• Coordinate team meetings and events.
• Identify ideas, scalable solutions, and process improvements, and work with relevant departments to update firm processes.
• Support Branch Operations on new projects and initiatives.
• Support Learning and Development with Client Service Specialist training.
• Perform Client Service Specialist responsibilities and office management responsibilities as assigned.

Benefits

• Company-paid basic life and AD&D insurance.
• Company-paid short-term and long-term disability insurance.
• Supplemental life and AD&D, short-term disability, accident, critical illness, and hospital indemnity insurance.
• Three Cigna medical plan options, including two High Deductible Health Plans and a Traditional Co-Pay plan; Kaiser medical plans are available in California.
• Health Savings Account with company contributions for employees enrolled in either High Deductible Health Plan.
• Two dental plans.
• Vision insurance.
• Dependent Care Savings Account for child and dependent care.
• 14 company-paid holidays, including a full week off at Thanksgiving.
• Paid time off for vacation and sick days.
• Employee Assistance Plan.
• Family Medical Leave.
• Paid parental leave of 8 weeks.
• Maternity benefits combining company-paid short-term disability, any supplemental short-term disability, and parental leave.
• Adoption assistance reimbursement program.
• Company-paid concierge services for caregiving needs and other life challenges.
• 401(k) retirement plan with Traditional and Roth options, per-pay-period matching, and an after-tax option.
• Pet insurance.
• Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.
• Incentive compensation eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Manager