Client Service Manager

1 month ago


Brisbane, Queensland, Australia AU017 Mercer Outsourcing (Australia) Pty Ltd Full time

About the Opportunity

We are seeking a highly skilled and experienced Client Service Manager to join our team at Mercer. As a key member of our Client Service team, you will be responsible for managing client relationships, providing exceptional service, and ensuring compliance with regulatory requirements.

Key Responsibilities

  • Prepare financial planning documents, applications, and client reviews.
  • Manage client schedules, meeting preparation, and follow-up actions.
  • Handle compliance requirements, including maintaining accurate records and documentation.
  • Serve as a contact for client inquiries and service needs, ensuring timely and accurate responses.
  • Support advisers in the completion of paraplanning requests, Advice Documents (RoA's), and File Notes.

What You Need to Succeed

  • Minimum of 5 years 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.
  • RG146 compliant.

Why Choose This Role?

  • A competitive salary range of $90,000 - $110,000 per annum.
  • The opportunity to work with a global leader in the financial services industry.
  • A dynamic and supportive team environment.
  • Ongoing professional development opportunities.

About Mercer

Mercer is a business of Marsh McLennan (NYSE: MMC), 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, Marsh McLennan helps build the confidence to thrive through the power of perspective.

How to Apply



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