Manager, Client Service

Mercer Advisors•Los Angeles, CA

3d•$85,000 - $100,000•Hybrid

About The Position

Mercer Advisors has been helping families amplify and simplify their financial lives for over 40 years by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver comprehensive care to over 42,800+ families across 110+ cities in the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests. We offer a workplace that stands apart in the financial industry, with more than half of our employees and client-facing professionals being women. With a flexible, national footprint, we build our teams around exceptional talent wherever they are. Join us and help families amplify and simplify their financial lives with confidence. Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron’s top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron’s to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Requirements

Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)
Minimum 2 years of financial industry related experience
Minimum 2 years of client-facing experience
Experience with interacting with individuals at all income levels in a professional and confidential manner
Notary designation a plus
Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion
Excellent verbal, written, analytical and organization skills
Technical and analytical training and ability to multi-task and manage multiple projects at once
Proficiency with financial planning software, Salesforce and MS Office Suite
Flexible, Reliable, Trustworthy, and Confidential with all matters

Responsibilities

Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office
Maximize talent via employee development and coaching
Facilitate a strong team culture and the sharing of best practices across an office or team
Partner with Client Service Leadership Team to facilitate ongoing CSS training and development
Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports
Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office
Ensure an exceptional client experience in the office/team
Act as a local contact for any operational issues or challenges
Serve as subject matter expert for complex account-related topics such as 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 of new deposits
Directly impact growth and client retention and monitor progress toward team goals
Participate as a member of the Sr. Manager’s leadership team along with other managers/directors to contribute to local strategy decisions
Coordinate team meetings and events
Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm
Support Branch Operations on new projects and initiatives
Support Learning and Development on Client Service Specialist trainings
Office management responsibilities as assigned

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 including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
Kaiser Medical plans available in California
Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
Two comprehensive Dental Plans
Vision Insurance Plan
Dependent Care Savings Account for child and dependent care.
14 Company Paid Holidays including a full week off at Thanksgiving.
Generous paid time off program for vacation and sick days
Employee Assistance Plan
Family Medical Leave
Paid Parental Leave (8 weeks)
Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
Adoption Assistance Reimbursement Program
Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life’s challenges and more.
401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
Pet Insurance
Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing