Senior Client Experience Coordinator
4 days ago
We are seeking a highly skilled and experienced individual to join our Client Service team at Mercer as a Senior Client Experience Coordinator.
This role is based in our Sydney office and offers a hybrid work arrangement, requiring you to be in the office at least three days a week. This position is offered on a 12-month, fixed-term contract.
Key Responsibilities- Act as a primary point of contact for client inquiries and service needs, ensuring timely and accurate responses.
- Prepare and process financial planning documents, applications, and client reviews with precision and attention to detail.
- Support financial advisors by managing client schedules, meeting preparation, and follow-up actions.
- Ensure compliance requirements are met by 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 to enhance their skills and knowledge.
- Minimum of 2 years of experience in a financial planning, wealth management, or client service role.
- Proficiency in Xplan, Salesforce, and MS Office Suite.
- A good understanding of financial products, services, and industry regulations, including RG146 compliance.
- An estimated salary range of $70,000 - $90,000 per annum, commensurate with experience.
- Ongoing professional development opportunities to help you grow in your career.
- A vibrant and inclusive culture where you can collaborate with talented colleagues to create new solutions and make an impact.
- Benefits and rewards to enhance your well-being.
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