Sr. Manager, Client Service (SF Bay Area)

Why Work at Mercer Advisors?

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For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives. How? By integrating financial planning, investment management, tax, estate, insurance, and more, all managed by a single team. Today we proudly serve over 31,300 families in more than 90 cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s, we are an independent, national fiduciary legally obligated to always act in the best interest of our clients.*

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Mercer Advisors offers a distinct work environment that stands out in the financial industry. Our overall employee base and client-facing team are composed of 50% women, reflecting our commitment to diversity. We attract top talent from across the country, with no formal headquarters and flexible working arrangements, allowing us to assemble the best team possible.

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Join us and be a part of a team dedicated to making a meaningful impact on the financial lives of families across the country.

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• 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 .

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Job Summary:

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The Sr. Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of the market, c) reaching market annual growth and retention goals, d) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, e) perform Client Service Specialist responsibilities.

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Responsibilities:

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People Management

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• Hire, train, and supervise all Client Service Specialists, Client Service Coordinators, and Interns within their market
• Maximize talent via employee development and coaching
• Facilitate a strong team culture and the sharing of best practices across their market
• Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports and serve as backup for these responsibilities for those within the reporting structure

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Operations Management

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• Ensure exceptional client experience in their market
• Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow
• Act as a market 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 market-wide projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits

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Leadership

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• Participate as a member of the Market Management Team to contribute to local strategy implementation
• Directly impact growth and client retention and monitor progress toward growth and retention goals
• Coordinate team meetings and events
• Identify ideas, scalable solutions, and process improvements, and work with the Division Directors and the Head of Client Service to update processes across the firm
• Work with Client Service Management Team on design of new projects and initiatives, and help deploy these in local markets
• Support Learning and Development on Client Service Specialist trainings

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Requirements:

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Education:Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)Experience:Minimum 4 years of financial industry related experienceMinimum 2 years of prior day-to-day people and talent management experienceMinimum 2 years of client-facing experienceExperience with interacting with individuals at all income levels in a professional and confidential mannerCertifications:Notary designation a plusJob Skills:Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completionExcellent verbal, written, analytical and organization skillsTechnical and analytical training and ability to multi-task and manage multiple projects at onceProficiency with financial planning software, Salesforce and MS Office SuiteFlexible, Reliable, Trustworthy, and Confidential with all matters

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Work Schedule: Monday through Friday, 8:00AM – 5:00PM.

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Working Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation, no heavy lifting over 10 lbs.

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Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant’s geographic location, relevant experience, education, skills and licenses/certifications.  This position is also eligible to earn incentive compensation through one of Mercer Advisors’ incentive compensation programs.

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Base Pay Range

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$119,000

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$130,000 USD

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Benefits:

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Mercer Advisors offers a competitive and robust benefit package to our employees.   Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

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• 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

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We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

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Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

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If you need an accommodation during the application or hiring process, please email [email protected] . This inbox is for accommodation requests only.

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For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights .

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