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Mercer Advisors · 6 hours ago

Manager, Client Service

Santa Barbara, CA

Full-time

Onsite

Entry, Mid Level

$75K/yr - $90K/yr

2+ years exp

Mercer Advisors is a leading financial services firm dedicated to improving the financial lives of families across the country. The Manager, Client Service will work collaboratively with the Director, Client Service to manage team members, enhance productivity, and ensure exceptional client service.

AdviceAsset ManagementBusiness DevelopmentFinancial ServicesInsuranceWealth Management

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

Qualification

Client Service ManagementFinancial Planning SoftwareSalesforceMS Office SuitePeople ManagementAnalytical SkillsVerbal CommunicationWritten CommunicationOrganizational SkillsSelf-Motivated

Required

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

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

Preferred

Notary designation a plus

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 medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.

Health Savings Account (HSA) with company contributions on a per pay period basis 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 with 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 (6 weeks)

Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (6 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

Pet Insurance