Client Service Manager

4 weeks ago


Melbourne, Victoria, Australia AU017 Mercer Outsourcing (Australia) Pty Ltd Full time
Job Overview

We are seeking a highly skilled Client Service Manager to join our team at AU017 Mercer Outsourcing (Australia) Pty Ltd in Melbourne. This is a hybrid role requiring at least three days of office work per week.

About the Role

The successful candidate will act as a critical link between clients and financial advisors, managing client service tasks to ensure an outstanding experience while maintaining compliance standards.

This role involves preparing financial planning documents, applications, and client reviews. You will also serve as a contact for client inquiries and service needs, ensuring timely and accurate responses.

Key Responsibilities
  • Prepare Wealthsolver and Projections.
  • Support advisers in the completion of paraplanning requests, Advice Documents (RoA's), and File Notes.
  • Manage client schedules, meeting preparation, and follow-up actions.
  • Handle compliance requirements, including maintaining accurate records and documentation.
Requirements
  • A minimum of 5 years of experience in a financial planning, wealth management, or client service role.
  • Proficient in Xplan, Salesforce, and MS Office Suite.
  • Strong understanding of financial products, services, and industry regulations.
What We Offer
  • A competitive salary range of $80,000-$120,000 per annum.
  • Ongoing professional development opportunities.
  • A vibrant and inclusive culture where you can work with talented colleagues.
  • The opportunity to create new solutions and have impact for colleagues, clients, and communities.

AU017 Mercer Outsourcing (Australia) Pty Ltd is committed to creating a diverse 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.


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