Senior Client Engagement Specialist

2 weeks ago

Sydney, New South Wales, Australia MERCER Full time

About the Role

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We are seeking a highly skilled and experienced individual to join our Client Service team at Marsh Pty Ltd in Sydney.

This hybrid role requires working at least three days a week in the office, based on a 12-month fixed-term contract. As a Senior Client Engagement Specialist, you will act as a critical link between clients and financial advisors, managing client service tasks to deliver an exceptional client experience while maintaining compliance standards.

Key Responsibilities:

  • Serve as a primary contact for client inquiries and service needs, ensuring timely and accurate responses.
  • Prepare and process financial planning documents, applications, and client reviews.
  • 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.

Requirements:

  • 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 Sets You Apart:

  • 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 Choose Us:

  • We foster a vibrant and inclusive culture where talented colleagues work together to create new solutions and have a positive impact for clients, communities, and each other.
  • Our scale enables us to provide a range of career opportunities, along with benefits and rewards that enhance your well-being.

Earn AU$85,000 - AU$110,000 per annum, depending on your skills and experience.

Australia Work Visa Requirements Apply.

About Mercer:

Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work, and enhance health and retirement outcomes for their people. With annual revenue of $23 billion and more than 85,000 colleagues across four businesses, Marsh McLennan helps build confidence through the power of perspective.

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