Teams at Mercer Advisors

The Relationship Manager I is responsible for managing client relationships, ensuring high-quality service delivery, supporting business growth, and enhancing client experiences in wealth management.

The Relationship Manager I supports the Wealth Management team by ensuring service excellence, managing client relationships, and enhancing client engagement, while partnering with Wealth Advisors for strategic planning and service delivery.

The Tax Associate prepares tax returns and projections for clients, coordinates with tax staff, responds to tax inquiries, and stays updated on tax law.