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← Mercer Advisors

Relationship Manager (Atlanta, GA)

Mercer Advisors
Location
Atlanta
Posted
18 days ago
Department
Wealth Management - Client Service
What they actually want (must-haves)
  • 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 thinker with strong ability to influence and collaborate across teams
What the job really is

The Relationship Manager I at Mercer Advisors is a client-facing role focused on enhancing service delivery within the Wealth Management team. Responsibilities include managing client experiences, overseeing service workflows, and collaborating with Wealth Advisors to support client engagement and retention. The position also involves tracking client satisfaction metrics and identifying opportunities for deeper client relationships, contributing to business growth.

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 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
Things to weigh
  • No specific salary mentioned beyond the range of $68,000 — $80,000 USD
  • Role may require early or late hours occasionally
  • Position may involve working from home or a professional office environment
  • Non-exempt role requires daily timekeeping
Job score3.4/5
Benefits5/5
Freshness4/5
Career value4/5
Role clarity4/5
Pay transparency0/5

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