Client Service Officer

11 hours ago

Sydney, Australia Mercer Full time

We are seeking a talented individual to join our Client Service team at **Mercer**. This role will be based in our **Sydney **office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a **12-month, fixed-term contract.**

As the **Client Service Officer**, you will act as a critical link between our clients and financial advisors, managing a variety of client service tasks to ensure an outstanding client experience while maintaining compliance standards.

**We will count on you to**:

- Serve as a primary contact for client inquiries and service needs, ensuring timely and accurate responses.
- Support advisors by managing client schedules, meeting preparation, and follow-up actions.
- Handle compliance requirements, including maintaining accurate records and documentation.
- Proactively identify opportunities to improve client satisfaction and operational efficiency.
- Assist with training and mentoring junior client service team members.

**What you need to have**:

- Minimum of 2 years in a financial planning, wealth management, or client service role.
- Proficient in Xplan, Salesforce, and MS Office Suite.
- Good understanding of financial products, services, and industry regulations.
- RG146 compliant

**What makes you stand out**:

- other relevant Financial Planning studies will be considered.
- Excellent communication, relationship-building, and problem-solving abilities.
- Detail-oriented with a proven ability to manage multiple priorities effectively.

**Why join our team**:

- We help you be your best through professional development opportunities, interesting work, and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

**About Mercer**:
Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

  • Client Service Officer

    5 months ago

    Sydney, Australia Osborne Richardson Australia Full time

    **Salary**: $40-$45 per hour **Location**: NSW - Regional, NSW - Sydney **Ref**: ClientSrvcOffcr **Description**: Our Client based in the Newcastle is seeking an experienced and motivated Client Service Officer to join their team. Pay Rate: $41.59 per hour Duration: ASAP - 29/03/24 Location: Newcastle NSW NSW Trustee & Guardian protects, promotes and...

  • Client Service Officer

    5 months ago

    Sydney, Australia Charterhouse Full time

    **Client Service Officer - NSW Government - Victims Services** **3 x positions available** - **$34ph + super**: - **Immediate start pending checks**: - **Initial 3 month contract with view to extend**: - **Parramatta location/Hybrid ( 2 days per fortnight required in the office)**: - **Full time, Monday to Friday. 38 hours per week** This large...

  • Client Services Officer

    5 months ago

    Sydney, Australia Findex Full time

    We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office. Day to day, you will support our Advisers and ensure that team workflow is managed efficiently. We have all the tools, people and offices to make...

  • Client Services Officer

    5 months ago

    Sydney, Australia Findex Full time

    Do you love Client Services and administration? Here is an opportunity not to be missed! We have an exciting opportunity for a motivated, self-driven person to join our Client Services team supporting our team of Financial Advisers. This is a permanent, full-time opportunity based in our Sydney office. Day to day, you will support our Advisers and ensure...

  • Client Service Officer

    5 months ago

    Sydney, Australia Mane Consulting Full time

    Permanent - Sydney CBD, New South Wales - Posted 45 mins ago - Up to AU$75000.00 per annum USD / Year - Salary: Up to AU$75000.00 per annum Exciting opportunity alert! Our client, an esteemed accounting firm in Sydney, seeks a Client Services Officer to join their team. **Role**: - Welcome clients warmly and liaise between internal and external parties -...

  • Client Service Officer

    5 months ago

    Sydney, Australia NSW Government -Estate Management Full time

    We are currently looking to fill three temporary full-time vacancies within our Customer Foundation and Proactive Customer Management teams across Estate Management - We are also looking to establish a talent pool to fill future ongoing and temporary vacancies within Estate Managemetn over the next 18 months - Clerk Grade: 3/4. Base salary $75,992 to $83,211...

  • Client Services Officer

    5 months ago

    Sydney, Australia Talent Web Full time

    $70k - $80k + superannuation - Gain experience in lending and fund management - Huge opportunities for career growth and leadership **Our Client** My client is a growing, boutique Financial Services firm located in the heart of the CBD. This role is newly created and for someone who wants to come in and put their own stamp and become a key member in the...

  • Client Services Officer

    5 months ago

    Sydney, Australia Molander Recruiting Full time

    Large, mid-tier consulting firm in Sydney CBD - Great opportunity for someone who would like to start their professional career within reception and administration - Excellent working culture with several employee benefits - Work-life-balance and further progression for their staff **The Client** This is a large firm with approximately 250 staff in the...

  • Client Services Officer

    2 months ago

    Sydney, Australia Nexia Australia And New Zealand Full time

    Client Services Officer **24th September, 2024** **Are you ready to connect with your true potential?** At Nexia Australia, we don't just talk about it. We nurture it. Cultivate it. Unlock it. We bring it to life, not just for you, but with you. That's the promise we make to our clients, and it's the same promise we make to our great people. We do this...

  • Client Services Officer

    6 months ago

    Sydney, Australia Curtis Partnership Full time

    Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) - Northern Suburbs Office Location - Hybrid working environment - $75-85k (negotiable) **The Company** Our Client is a dynamic and award-winning financial planning business located in the Northern Suburbs, with easy access to transport. Our Client has a reputation for...

  • Client Service Officer

    6 months ago

    Sydney, Australia Indigeco Full time

    Role title: Client Service Officer Pay Rate: $39.56 Per Hour + Super Duration: Ends 28/06/24 Location: Griffith **All 5 days work from office** Check Required NCRC Check Must have a drivers licence Description: - Work directly with clients and their advocates to provide advice and assistance on housing options based on assessment of eligibility and...

  • Client Services Officer

    5 months ago

    Sydney, Australia Employee Matters Pty Ltd Full time

    Support a busy, professional and inclusive team - no 2 days are the same! - Great office culture where there are regular fun in-house celebrations - Handy North Sydney location - near to train, shops and restaurants! **About Us** **Professional Wealth Services** is a boutique Financial Services firm, based in North Sydney, which helps clients achieve their...

  • Client Service Officer

    5 months ago

    Sydney, Australia Verve Partners Full time

    Government Department - Contract role - Competitive hourly rate Are you passionate about delivering exceptional customer service and managing financial matters with precision? We seek and experienced and dedicated individual for the role of Client Service Officer to play a crucial role in managing a customer caseload, delivering excellent customer service...

  • Client Service Officer

    5 months ago

    Sydney, Australia Perpetual Limited Full time

    More time off for the things that matter - Up to 6 weeks’ leave- - Join a high performing team based in Modern Sydney CBD offices- - Attractive salary package and career progression- Jacaranda Financial Planning provides high quality investment and strategic advice to the high-net-worth pre-retiree segment of the wealth management market. - Jacaranda is...

  • Client Service Officer

    2 months ago

    Sydney, Australia HUB24 Group Full time

    HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast. At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red...

  • Client Services Officer

    1 month ago

    Sydney, New South Wales, Australia Launch Recruitment Full time

    Job SummaryWe are seeking a highly organized and detail-oriented Client Services Officer to provide administrative support to our business unit. The successful candidate will be responsible for managing case loads, maintaining records, and preparing reports for management review.Key ResponsibilitiesManage a caseload of approximately 50 matters, addressing...

  • Client Services Officer

    5 months ago

    Sydney, Australia Therapy Connect Full time

    At Therapy Connect we make access to allied health therapy faster and easier, from wherever our clients are across Australia, no matter how remote or regional, we support people across the country! Every day we do work that has incredible purpose and meaning. As a Client Services Officer, you will be instrumental in ensuring NDIS participants and our other...

  • Client Services Officer

    5 months ago

    Sydney, Australia iCare Full time

    **Kent St** icare is seeking a Client Services Officer to coordinate medical examinations for Dust Diseases Care clients with providers in an efficient manner - 24 Month Fixed Term Contract with a 35 hour working week - 17.5% annual leave loading and flex leave - Hybrid working environment, offering starting salary of $93,295 **About the Role** In this...

  • Client Services Officer

    5 months ago

    Sydney, Australia BSI Full time

    Great that you're thinking about a career with BSI! - The Opportunity - We have an exciting opportunity for a positive and driven person to join our team in Sydney or Melbourne as Client Services Officer for our Product Certification team. - Job tasks and responsibilities: - Responsibility for establishing and maintaining relationships with internal and...

  • Client Services Officer

    5 months ago

    Sydney, Australia BSI Full time

    Great that you're thinking about a career with BSI! The Opportunity We have an exciting opportunity for a positive and driven person to join our team in Sydney or Melbourne as Client Services Officer for our Product Certification team. Job tasks and responsibilities: - Responsibility for establishing and maintaining relationships with internal and...