Manager, Client Service

Mercer Advisors • Houston, TX

19d • Hybrid

About The Position

The Manager, Client Service works collaboratively with the Director, Client Service to manage and develop team members, increase direct-report productivity, and promote efficient, detail-oriented service to existing clients. The role also performs Client Service Specialist responsibilities. It oversees people and operations in an office or team, contributes to local strategy and firmwide process improvements, and supports client retention and growth.

Requirements

• Bachelor’s degree or equivalent; Business, Economics, Accounting, or Finance is preferred.
• 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.
• Proficiency with financial planning software, Salesforce, and Microsoft Office Suite.
• Flexible, reliable, trustworthy, and able to handle confidential matters.
• Availability for the stated Monday-through-Friday, 8:00 a.m.–5:00 p.m. schedule.

Nice To Haves

• Notary designation.
• A degree in Business, Economics, Accounting, or Finance.

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.
• Promote a strong team culture and share best practices across an office or team.
• Partner with the Client Service Leadership Team on ongoing Client Service Specialist training and development.
• Handle manager functions in the HR system, including timekeeping, PTO requests, and direct-report performance reviews.
• Coordinate Client Service Specialist coverage and help prioritize office workflow to optimize productivity.
• Help ensure an exceptional client experience in the office or team.
• Serve as the local contact for operational issues and challenges.
• Act as a subject matter expert on complex account 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.
• Contribute to growth and client retention and monitor progress toward team goals.
• Participate in the Sr. Manager’s leadership team and contribute to local strategy decisions with other managers and directors.
• Coordinate team meetings and events.
• Identify ideas, scalable solutions, and process improvements, and work with relevant departments to update firmwide processes.
• Support Branch Operations on new projects and initiatives.
• Support Learning and Development with Client Service Specialist training.
• Perform office management responsibilities as assigned.
• Perform Client Service Specialist responsibilities.

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 using 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.
• Eligibility for incentive compensation through a Mercer Advisors incentive compensation program.

What This Job Offers

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