Relationship Manager (Houston, TX)

Mercer Advisors•Houston, TX

4d•Hybrid

About The Position

The Relationship Manager (RM) I is a strategic, client-facing role within the Client Service department. The position elevates service excellence across the Wealth Management team by partnering closely with Wealth Advisors to ensure client service commitments are implemented with precision, consistency, and care. The RM oversees execution of the firm’s service model and ensures client experiences align with the firm’s standards and values. The role contributes to practice management, client retention, and business growth, and offers a career path to Relationship Manager II and III, with increasing strategic influence, leadership, and client engagement. The position requires availability during standard business hours, Monday through Friday, 8:00 a.m. to 5:00 p.m. Early or late hours may occasionally be needed to meet business tasks and client needs. The role may be performed in a professional office environment or a dedicated home office workspace free of interruptions. Basic technology needs will be provided. The work routinely involves sitting and standing; no heavy lifting over 10 pounds is required.

Requirements

Strong understanding of wealth management processes and service models.
Proven ability to manage complex client relationships and resolve issues effectively.
Leadership and mentoring experience within a team environment.
Excellent communication, organizational, and problem-solving skills.
Proficiency in CRM systems and workflow management tools.
Strategic thinking and the ability to influence and collaborate across teams.

Responsibilities

Ensure consistent delivery of client service commitments and uphold the firm’s client experience standards.
Manage service workflows and client touchpoints for timely, accurate execution.
Act as a liaison between clients and internal teams, resolving issues and identifying service improvements.
Lead post-meeting client follow-up to ensure action items are completed and documented.
Partner with Wealth Advisors on client segmentation, service tiering, and strategic planning.
Help implement and refine the advisory team’s service model, client communication strategies, and engagement protocols.
Track and report client satisfaction metrics, service delivery KPIs, and retention trends.
Collaborate with financial planning, investment operations, compliance, and other internal departments to support alignment and efficiency.
Identify opportunities to deepen client relationships through proactive outreach and strategic engagement.
Support business development by helping advisors prepare for prospect meetings and onboard new clients.
Monitor client needs and preferences and surface insights to inform advisor strategy and firm initiatives.
Perform other duties 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 offerings, including two High Deductible Health Plans and a traditional co-pay medical plan; Kaiser medical plans are available in California.
Health Savings Account with company contributions for employees enrolled in either HDHP medical plan.
Two comprehensive 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 (8 weeks).
Maternity benefits using company-paid short-term disability, supplemental short-term disability if applicable, and parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for caregiving and other needs.
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.