Client Service Team Lead

4 hours ago


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

We are seeking a highly skilled professional to join our Client Service team at Mercer. Based in Melbourne, this role is a hybrid opportunity that requires working at least three days a week in the office.

About the Role

This Senior Client Service Officer will act as a critical link between clients and financial advisors, managing various client service tasks to ensure an exceptional client experience while maintaining compliance standards.

The successful candidate will be responsible for:

  • Preparing Wealthsolver and Projections
  • Supporting advisers in completing paraplanning requests, Advice Documents (RoA's), and File Notes
  • Serving as a contact for client inquiries and service needs, ensuring timely and accurate responses
  • Preparing and processing financial planning documents, applications, and client reviews
  • Managing client schedules, meeting preparation, and follow-up actions
  • Handling compliance requirements, including maintaining accurate records and documentation
Requirements

To succeed in this role, you will need:

  • A minimum of 5 years' experience in a financial planning, wealth management, or client service role
  • Proficiency in Xplan, Salesforce, and MS Office Suite
  • A strong understanding of financial products, services, and industry regulations
  • RG146 compliance
What We Offer

We provide a range of benefits, including:

  • Professional development opportunities to help you achieve your career goals
  • An interesting and challenging work environment with supportive leaders
  • A vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions
About Mercer

Mercer 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 over 85,000 colleagues across 130 countries, we help build confidence through perspective.



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