Relationship Manager (Scottsdale, AZ)

Mercer Advisors•Scottsdale, AZ

1d•Hybrid

About The Position

The Relationship Manager I is a strategic, client-facing role in the Client Service department, designed to elevate service excellence across the Wealth Management team. The role partners closely with Wealth Advisors to ensure client service commitments are carried out precisely, consistently, and with care. It oversees execution of the firm’s service model so client experiences align with company standards and values, and contributes to practice management, client retention, and business growth. The role 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 a.m. to 5 p.m.; early or late hours may occasionally be needed to meet business tasks and client needs. The work may take place in a professional office or a dedicated, interruption-free home office workspace. Basic technology is provided. The role routinely involves sitting and standing, with no heavy lifting over 10 pounds. The position has a base pay range of $53,890–$63,400 USD and is eligible for incentive compensation.

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 to ensure timely and accurate execution.
Act as a liaison between clients and internal teams, resolving issues and identifying opportunities to improve service delivery.
Lead client follow-up after meetings 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 promote 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 share 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.
Medical plan options, including high-deductible and traditional co-pay plans; Kaiser plans are available in California.
Health Savings Account with company contributions for employees enrolled in either high-deductible medical plan.
Two comprehensive dental plans.
Vision insurance.
Dependent Care Savings Account.
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, including company-paid short-term disability and parental leave.
Adoption assistance reimbursement program.
Company-paid concierge services for employees and loved ones.
401(k) plan with Traditional and Roth options, a per-pay-period match, and an after-tax option.
Pet insurance.
Personalized financial planning and guidance from Mercer Advisors professionals at preferred employee pricing.