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Service Excellence Officer

7 days ago

Melbourne, Victoria, Australia Marsh & McLennan Companies Full time

At Mercer, we're seeking a talented individual to join our Client Service team. This role will be based in our Melbourne office and involves working closely with clients and financial advisors to deliver exceptional service.

The ideal candidate will have experience in client-facing roles and possess excellent problem-solving skills, with a strong attention to detail. They will also be proficient in Xplan, Salesforce, and MS Office Suite.

In this role, you'll act as a primary contact for client inquiries and service needs, ensuring timely and accurate responses. You'll prepare and process financial planning documents, applications, and client reviews, while supporting advisors by managing client schedules and meeting preparation.

You'll also handle compliance requirements, including maintaining accurate records and documentation, and proactively identify opportunities to improve client satisfaction and operational efficiency.

To succeed in this role, you'll need self-motivation, excellent communication skills, and the ability to work effectively in a hybrid environment. If you're passionate about delivering exceptional service and have a strong understanding of financial products and industry regulations, we'd love to hear from you.

We offer a range of benefits, including professional development opportunities, interesting work, and supportive leaders. Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

Please submit your resume accompanied by a cover letter that addresses your experience in demonstrating the top two requirements listed under 'What you need to have' within a work environment.