Relationship Manager I (Woodbridge, CT)

Mercer Advisors is a leading independent national fiduciary firm dedicated to enhancing the financial lives of families. The Relationship Manager I plays a crucial role in client service by ensuring the execution of service commitments and enhancing client experiences in collaboration with Wealth Advisors.ResponsibilitiesEnsure the consistent delivery of service commitments made to clients, acting as a steward of the firm’s client experience standardsManage service workflows and client touchpoints to ensure timely and accurate executionServe as a strategic liaison between clients and internal teams, resolving issues and identifying opportunities to enhance service deliveryLead client follow-up initiatives post-meetings to ensure all action items are completed and documentedPartner with Wealth Advisors to support client segmentation, service tiering, and strategic planningFacilitate in implementing and refining the advisory team’s service model, including client communication strategies and engagement protocolsTrack and report on client satisfaction metrics, service delivery KPIs, and retention trendsCollaborate with internal departments (e.g., financial planning, investment operations, compliance) to ensure alignment and efficiencyIdentify opportunities to deepen client relationships through proactive outreach and strategic engagementSupport business development efforts by helping advisors prepare for prospect meetings and onboarding new clientsMaintain a pulse on client needs and preferences, surfacing insights that inform advisor strategy and firm initiativesSkillsStrong understanding of wealth management processes and service modelsProven ability to manage complex client relationships and resolve issues effectivelyLeadership and mentoring experience within a team environmentExcellent communication, organizational, and problem-solving skillsProficiency in CRM systems and workflow management toolsStrategic thinker and strong ability to influence and collaborate across teamsBenefitsCompany Paid Basic Life & AD&D InsuranceCompany Paid Short-Term and Long-Term Disability InsuranceSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity InsuranceThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.Kaiser Medical plans available in CaliforniaHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.Two comprehensive Dental PlansVision Insurance PlanDependent 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 daysEmployee Assistance PlanFamily Medical LeavePaid 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 ProgramCompany 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 optionPet InsuranceCompany OverviewMercer Advisors is a full-service wealth management firm. It was founded in 1985, and is headquartered in Denver, Colorado, USA, with a workforce of 501-1000 employees. Its website is http://www.merceradvisors.com/.



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