merceradvisors
Sr. Manager, Client Service (SF Bay Area)
At a Glance
- Location
- Walnut Creek
- Experience
- 4+ years
- Posted
- 2026-03-11T12:41:56-04:00
Key Requirements
Required Skills
Domain Knowledge
- Accounting
- Education
- Finance
Benefits & Perks
ensive Dental Plans Vision Insurance Plan Dependent Care Savings Account for
Requirements
Education:
Bachelor’s degree or equivalent (preferably Business, Economics, Accounting or Finance related)
Experience:
Minimum 4 years of financial industry related experience
Minimum 2 years of prior day-to-day people and talent management experience
Minimum 2 years of client-facing experience
Responsibilities
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.
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