Teams at Mercer Advisors

Serve as a client-facing Relationship Manager I supporting Wealth Advisors by ensuring consistent service delivery, managing client workflows and touchpoints, resolving issues, tracking satisfaction and KPIs, supporting client retention and growth, and collaborating across planning, operations, and compliance to execute the advisory teams service model.

Lead client relationships and oversee preparation, review, and delivery of income tax returns, projections, and analyses for high-net-worth individuals, trusts, and businesses. Perform tax research, respond to notices, mentor tax staff, communicate tax law changes to clients, and ensure timely, accurate tax services in a hybrid work environment.

Drive regional wealth-management sales by engaging prospective clients (virtual, phone, in-person), owning and converting the sales pipeline, presenting tailored financial solutions, leveraging firm resources, building and nurturing client relationships, and pursuing personal and regional growth opportunities while meeting travel and scheduling needs.