Manager, Client Service

Job overview

The Manager, Client Service is a hybrid position in Los Angeles, CA, with a Monday–Friday, 8:00 AM–5:00 PM schedule in a professional office environment. Compensation is $85,000–$100,000 per year, with eligibility for incentive compensation. Mercer Advisors helps families integrate financial planning, investment management, tax, estate, insurance, and related services. The manager develops client service staff and coordinates office workflows to support efficient, high-quality service for existing clients. The role contributes to client retention and team performance through people management, operational oversight, and process improvement.

What you'll do

• Participate in hiring, training, mentoring, and supervising client service staff and interns
• coach and develop employees
• coordinate coverage and workflow
• address local operational issues
• support complex account-related topics and local projects
• monitor team goals
• coordinate meetings and events
• identify scalable solutions and process improvements
• support branch operations and training initiatives.

What we're looking for

Skills & competencies

manager, client service

client service

financial planning

investment management

team leadership

client retention

office operations

process improvement

mercer advisors

los angeles ca

hybrid

$85,000–$100,000 per year

monday–friday

8:00 am–5:00 pm

Work arrangement

• Weekend coverage required

Benefits & perks

• Company-paid life and disability insurance
• medical, dental, and vision plans
• HSA contributions for eligible plans
• dependent care savings account
• 14 paid holidays
• paid time off
• employee assistance plan
• paid parental leave
• adoption assistance
• 401(k) match
• pet insurance
• employee financial planning.

Why this role

Combines staff management and office operations with direct performance of Client Service Specialist responsibilities.

About the employer

Mercer Advisors is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.