---
title: 'Manager, Client Service (Morristown, NJ) at Mercer Advisors'
canonical: 'https://feeny.ai/job/manager-client-service-morristown-nj-mercer-advisors-morristown-eqwxc2rcqh1w'
type: 'job'
last_seen: '2026-09-10'
---

# Manager, Client Service (Morristown, NJ) at Mercer Advisors

- **Company:** Mercer Advisors
- **Location:** Morristown, NJ
- **Compensation:** $81k–$95k
- **Posted:** 2026-09-09
- **Last confirmed live:** 2026-09-10
- **Apply:** https://job-boards.greenhouse.io/merceradvisors/jobs/5415957008

## Job description

Why Work at Mercer Advisors?

For 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.

Today, 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.*

Mercer 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.

Join us and help families amplify and simplify their financial lives with confidence.

- 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](https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=1&).

Job Summary:

The 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.

Responsibilities:

- People Management
- Participate in the hiring, training, mentoring and supervision of all Client Service Specialist, Client Service Coordinator and Interns in an office
- Maximize talent via employee development and coaching
- Facilitate a strong team culture and the sharing of best practices across an office or team
- Partner with Client Service Leadership Team to facilitate ongoing CSS training and development
- Handle all manager functions in the HR System including timekeeping, PTO requests, and performance reviews for direct reports
- Operations Management
- Optimize productivity by coordinating Client Service Specialist coverage and helping to prioritize workflow within the office
- Ensure an exceptional client experience in the office/team
- Act as a local 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 local projects such as RMDs, tax loss harvesting, cash audits, and tracking of new deposits
- Leadership
- Directly impact growth and client retention and monitor progress toward team goals
- Participate as a member of the Sr. Manager’s leadership team along with other managers/directors to contribute to local strategy decisions
- Coordinate team meetings and events
- Identify ideas, scalable solutions, and process improvements, and work with the relevant departments to update processes across the firm
- Support Branch Operations on new projects and initiatives
- Support Learning and Development on Client Service Specialist trainings
- Office management responsibilities as assigned

Requirements:

Education:

- Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)

Experience:

- Minimum 2 years of financial industry related experience
- Minimum 2 years of client-facing experience
- Experience with interacting with individuals at all income levels in a professional and confidential manner

Certifications:

- Notary designation a plus

Job Skills:

- Self-motivated, well-organized individual with demonstrated ability to work independently and in a team environment to follow through on details to completion
- Excellent verbal, written, analytical and organization skills
- Technical and analytical training and ability to multi-task and manage multiple projects at once
- Proficiency with financial planning software, Salesforce and MS Office Suite
- Flexible, Reliable, Trustworthy, and Confidential with all matters

Work Schedule:  Monday through Friday, 8:00AM – 5:00PM.

Working Conditions:  Professional office environment, daytime hours, working inside, standing, and sitting, will be assigned to a workstation.

#LI-Hybrid Actual 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.

Base Pay Range $80,750—$95,000 USD

Benefits:

Mercer 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:

- 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.
- Two comprehensive Dental Plans
- Vision Insurance Plan
- Dependent Care Savings Account for child and dependent care.
- 14 Company Paid Holidays including a full week off at Thanksgiving.
- Generous paid time off program for vacation and sick days
- Employee Assistance Plan
- Family Medical Leave
- Paid Parental Leave (8 weeks)
- Maternity 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.
- Adoption Assistance Reimbursement Program
- Company 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.
- 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
- Pet Insurance
- Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer 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.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our [Applicant Notices and Employment Rights](https://www.merceradvisors.com/applicant-notices-employment-rights/).

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy [here](https://www.merceradvisors.com/ccpa/). [CCPA Notice at Collection](https://www.merceradvisors.com/notice-at-collection/)

If you are a resident of Washington State, learn more about your rights under the Washington Fair Chance Act [here](https://agportal-s3bucket.s3.us-west-2.amazonaws.com/Civil%20Rights%20Division/Fair%20Chance%20Act/FCA-Flyer_June%202026_English_Update.pdf?VersionId=mmfHLJ9an2.w58wsyA2a.Buxej.FZ06Y).

## About Mercer Advisors

## Company Overview
- **One-liner**: Mercer Advisors is a registered investment advisor (RIA) that delivers integrated wealth management services—including financial planning, investment management, tax, estate, insurance, and trustee services—through a unified, fiduciary-focused team.
- **Entity Type**: Private (private equity‑backed; majority owners: Genstar Capital, Oak Hill Capital, and Altas Partners)
- **Headquarters**: Denver, Colorado, USA
- **Founded**: 1985
- **Founders**: Kendrick Mercer (tax and estate attorney)

## Core Business
- **Primary industry**: Wealth management / Financial advisory (RIA)
- **Target customers**: Individuals, families, small‑business owners, plan sponsors, foundations, non‑profits, and endowments (primarily B2C)
- **Mission**: “Helping clients not worry about money” – guiding them toward what the firm calls “Economic Freedom.”

## Products & Services
- **[Financial Planning](https://www.merceradvisors.com/solutions/financial-planning/)**: Personalized long‑term strategies for retirement, education, estate, and other life goals (*Service*)
- **[Investment Management](https://www.merceradvisors.com/solutions/investment-management/)**: Institutional‑grade portfolios built and monitored by a team of 100+ investment professionals, delivered via the proprietary Aspen Investing platform (*Service*)
- **[Tax Planning & Preparation](https://www.merceradvisors.com/solutions/tax-planning-and-preparation/)**: In‑house tax services including annual filings (*Service*)
- **[Estate Planning](https://www.merceradvisors.com/solutions/estate-planning/)**: Strategies for wealth transfer, legacy planning, and trust administration (*Service*)
- **[Insurance Solutions](https://www.merceradvisors.com/solutions/insurance-solutions/)**: Risk‑management coverage options (*Service*)
- **[Trustee Services](https://www.merceradvisors.com/solutions/trustee-services/)**: Corporate trustee and trust administration support (*Service*)
- **Aspen Partners**: Family access to private market investments typically reserved for large institutions (*Investment platform*)
- **Specialty Solutions**: Retirement planning, Family & Health, Women & Wealth, Professions, Work & Business, and Unique Assets (*Advisory niches*)

## Market Standing
- **Client Assets**: $110 billion (as of May 31, 2026) – includes assets under management (AUM) and assets under advisement (AUA) [[merceradvisors.com](https://www.merceradvisors.com/)]
- **Valuation**: Not publicly available (private company)
- **Annual Revenue**: Not publicly available
- **Employees**: 1,530+ (2025) [[investmentnews.com](https://www.investmentnews.com/companies/mercer-advisors/265050)]; LinkedIn reports ~1,500 active profiles [[linkedin.com](https://www.linkedin.com/company/mercer-advisors)]
- **Notable Investors / Owners**: Genstar Capital (majority stake since 2015), Oak Hill Capital (joined 2019), Altas Partners; employee ownership also exists [[merceradvisors.com](https://www.merceradvisors.com/wp-content/uploads/2025/03/967404.pdf)]
- **Growth Signals**:  
  - Ranked **#1 RIA** by *Barron’s* in 2024 and 2025 [[merceradvisors.com](https://www.merceradvisors.com/)]  
  - Named **Best Overall Financial Advisory Firm for High‑Net‑Worth Individuals 2026** by *The Wall Street Journal Buy Side*  
  - 5‑Star rating in *Newsweek* America’s Top Financial Advisory Firms 2026  
  - 96+ acquisitions completed; added Long Run Wealth Advisors ($640 M) in early 2026  
  - Ultra‑high‑net‑worth arm (Regis Group) manages $20 B and grows >20% annually  
  - Active job postings: 104 (year‑over‑year increase of 48.6%) [[linkedin.com](https://www.linkedin.com/company/mercer-advisors)]

## Competitive Advantages
- **Single, unified team**: Combines advisors, planners, investment professionals, accountants, and estate strategists in‑house – no outsourcing or silos.
- **Fiduciary standard**: Operates as an independent fiduciary with no ties to banks, broker‑dealers, or insurers; clients’ best interest is embedded in the firm’s DNA.
- **National scale with local touch**: 110+ regional offices across the U.S. allow clients to work with a hand‑picked advisor backed by institutional resources.
- **Proven M&A integration**: Uses an “integrator model” that fully absorbs acquired practices, driving consistent organic growth.
- **Top industry recognition**: Consecutive #1 ranking in Barron’s Top 100 RIAs and other independent accolades signal trust and quality.

## Strategic Focus
- **Continued M&A**: One of the industry’s largest deal pipelines; the firm expects to maintain its pace of acquisitions to expand geographic reach and add capabilities.
- **Ultra‑high‑net‑worth expansion**: The Regis Group is scaling rapidly, targeting high‑net‑worth families and building on recent acquisitions like Singer Burke (Los Angeles tax firm).
- **Technology & platform development**: The chief technology and digital officer leads a 48‑person tech team to enhance the advisor and client experience.
- **Organic growth**: Combines a strong referral culture with cross‑selling among existing clients who use multiple services (planning, tax, estate, etc.).

## Why Work Here
- **Culture & values**: The firm’s mission is to help clients achieve “Economic Freedom,” and employees are part of a collaborative team working toward that goal. 50% of the workforce and client‑facing staff are women [[investmentnews.com](https://www.investmentnews.com/companies/mercer-advisors/265050)].
- **Flexibility**: Flexible work arrangements enable hiring talent from across the country.
- **Total rewards** [[merceradvisors.com/careers](https://www.merceradvisors.com/careers/)]:  
  - Medical, dental, vision, HSA contributions  
  - 401(k) with per‑pay‑period match (Traditional & Roth)  
  - Paid time off, sick leave, and 14 paid holidays plus a full week off at Thanksgiving  
  - 6 weeks paid parental leave, maternity benefits, family medical leave  
  - Company‑paid life, AD&D, short‑ and long‑term disability  
  - Pet insurance, adoption assistance, concierge services, employee assistance program (EAP)  
  - Company‑paid certifications and service anniversary awards  
- **Career growth**: Ongoing professional development, transparent internal mobility, and a strong track record of promoting from within. The firm has a large and growing workforce with numerous advisory and support roles.

## Sources
1. [Mercer Advisors – Careers page](https://www.merceradvisors.com/careers/)  
2. [Mercer Advisors – Main website](https://www.merceradvisors.com/)  
3. [InvestmentNews – Company profile](https://www.investmentnews.com/companies/mercer-advisors/265050)  
4. [Mercer Advisors – Form ADV (SEC filing)](https://www.merceradvisors.com/wp-content/uploads/2025/03/967404.pdf)  
5. [LinkedIn – Mercer Advisors](https://www.linkedin.com/company/mercer-advisors)

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