{"id":3125087,"url":"https://alion.io/job/mercer-advisors-manager-client-service-3","title":"Manager, Client Service","company":{"id":1999,"name":"Mercer Advisors","domain":"merceradvisors.com","url":"https://alion.io/company/mercer-advisors","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":84,"open_postings":16,"ghost_share":0,"stale_share":0.625,"repost_share":0,"time_to_fill_p50_days":55,"computed_at":"2026-10-29T05:49:05Z"}},"role":"Finance","role_family":"Finance","seniority":"junior","employment_type":null,"work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Houston, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":70000,"max":85000,"currency":"USD","period":"year","gross":null,"usd_annual":85000},"salary_estimate":null,"experience_years_min":2,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false}],"status":"live","first_seen_at":"2026-10-22T23:14:15Z","employer_posted_date":"2026-10-22","last_verified_at":"2026-10-30T00:19:53Z","board_verified":true,"closed_at":null,"days_open":7,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":7},"description":"Why Work at Mercer Advisors?\nFor more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.\nToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests - always.*\nMercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent - wherever they are.\nJoin us and help families amplify and simplify their financial lives with confidence.\n* 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.\nJob Summary:\nThe Manager, Client Service works collaboratively with the Director, Client Service on the following: a) team member management and development, b) increasing overall productivity of direct reports, c) promoting excellence in servicing existing client base, in a highly efficient manner with attention to detail and strong positive interpersonal skills, d) perform Client Service Specialist responsibilities.\nResponsibilities: \nPeople ManagementParticipate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office\nMaximize talent via employee development and coaching\nFacilitate a strong team culture and the sharing of best practices across an office or team\nPartner with Client Service Leadership Team to facilitate ongoing CSS training and development\nHandle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports\n\nOperations ManagementOptimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office\nEnsure an exceptional client experience in the office/team\nAct as a local contact for any operational issues or challenges\nServe as subject matter expert for complex account-related topics such as 10b5-1 plans, pledged asset lines, account overlays, and separate account managers\nCoordinate local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits\n\nLeadershipDirectly impact growth and client retention and monitor progress toward team goals\nParticipate as a member of the Sr. Manager’s leadership team along with other managers/directors to contribute to local strategy decisions\nCoordinate team meetings and events\nIdentify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm\nSupport Branch Operations on new projects and initiatives\nSupport Learning and Development on Client Service Specialist trainings\nOffice management responsibilities as assigned\n\nRequirements:\n\nEducation:\n\n· Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)\n\nExperience:\n\n· Minimum 2 years of financial industry related experience\n· Minimum 2 years of client-facing experience\n· Experience with interacting with individuals at all income levels in a professional and confidential manner\n\nCertifications:\n\n· Notary designation a plus\n\nJob Skills:\n\n· Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion\n· Excellent verbal, written, analytical and organization skills\n· Technical and analytical training and ability to multi-task and manage multiple projects at once\n· Proficiency with financial planning software, Salesforce and MS Office Suite\n· Flexible, Reliable, Trustworthy, and Confidential with all matters\n\nWork Schedule: Monday through Friday, 8:00AM - 5:00PM.\nWorking Conditions: Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.\nActual 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. \nBase Pay Range\n$70,000—$85,000 USD\nBenefits:\nMercer 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:\nCompany Paid Basic Life & AD&D Insurance\nCompany Paid Short-Term and Long-Term Disability Insurance\nSupplemental Life & AD&D; Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance\nThree Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.\nKaiser Medical plans available in California\nHealth Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.\nTwo comprehensive Dental Plans\nVision Insurance Plan\nDependent Care Savings Account for child and dependent care.\n14 Company Paid Holidays including a full week off at Thanksgiving.\nGenerous paid time off program for vacation and sick days\nEmployee Assistance Plan\nFamily Medical Leave\nPaid Parental Leave (8 weeks)\nMaternity 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.\nAdoption Assistance Reimbursement Program\nCompany 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.\n401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option\nPet Insurance\nPersonalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing\nWe are not accepting unsolicited resumes from agencies and/or search firms for this job posting.\nMercer 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.\nIf you need an accommodation during the application or hiring process, please email . This inbox is for accommodation requests only.\nFor information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.\nIf you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.\nCCPA Notice at Collection\nIf you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act here.","description_format":"text","description_chars":7613,"description_truncated":false,"requirements":{"experience_years_min":2,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","optional":false},"security_clearance":false,"languages":[]},"benefits":["Parental leave","Retirement plans","Vision insurance"],"hiring_locations":[{"name":"United States","iso":"US","kind":"country"}],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-23T01:58:12Z"}],"visa":[],"liveness":{"score":60,"band":"ok","label":"Likely open","p_open":1,"p_active":0.602,"p_room":1,"age_days":6,"expected_fill_days":55,"reasons":["conf:3","stale_co","win:early","comp:junior"],"computed_at":"2026-10-29T05:49:05Z"},"pay":{"stated_usd_annual":85000,"is_top_pay":true},"html_url":"https://alion.io/job/mercer-advisors-manager-client-service-3","json_url":"https://alion.io/job/mercer-advisors-manager-client-service-3.json","meta":{"generated_at":"2026-10-30T02:18:37Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":3097,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-31T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1999},"rest":"https://alion.io/mcp/rest/get_company?id=1999"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fmercer-advisors-manager-client-service-3"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fmercer-advisors-manager-client-service-3"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fmercer-advisors-manager-client-service-3"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/mercer-advisors-manager-client-service-3\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fmercer-advisors-manager-client-service-3"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":3125087}},{"tool":"search_jobs","arguments":{"company":"merceradvisors.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":3125087},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. 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