Sr. Manager, Client Service (Morristown, NJ)

Confirmed live in the last 24 hours

Mercer Advisors

Compensation

$84,150 - $99,000/year

Morristown

On-site

Posted March 27, 2026

Job Description

Why Work at Mercer Advisors?

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.*

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.

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

* 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.

Job Summary:

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.

Responsibilities:

People Management

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

Operations Management

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

Leadership

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

Requirements:

Education: