Client Service Manager

3 days ago

Docklands, Australia Mercer Full time

**Client Service Manager**

**What can you expect?**
- To support Financial Advisers in preparing and implementing advice
- Being the first point of contact for our clients
- The opportunity to progress your career in Financial Advice
- A part time or full-time role in a CBD Office

**What is in it for you?**
- Leading training and development programs
- Professional environment where your career path really matters and is supported in our global organization
- Great team of energetic and supportive colleagues
- Genuine work life balance

**We will count on you to**:

- The Client Service Officer acts as the intermediary between Mercer Financial Advice clients and Financial Advisers. The primary focus of this role is to manage client relationships while supporting the Financial Advice team in providing our clients with quality advice
- Field incoming client phone calls responding to and following through with client queries
- Prepare Financial Review Documents detailing clients’ investment portfolio, performance and ongoing fees
- Liaising with fund managers and maintaining client portfolios through financial planning software
- Assisting to prioritise Financial Adviser’s client contact to meet clients’ expectations, making appointments for new and review clients
- Ensure end of month process is finalised and reporting on financials is up to date
- Maintaining the CRM system and ensuring a focus on continuous improvement

**What you need to have**:

- RG146 completion
- Ideally 2 years’ experience working in a financial planning practice
- A demonstrated ability to provide outstanding customer service
- Experience working in a busy team environment
- Attention to detail is highly important for this role
- Excellent planning and organisational skills with the ability to multitask and manage various service standards and deadlines
- Advanced skills in Outlook, Word and Excel
- Strong numeric skills
- Focus on continuous improvement
- Strong work ethic and drive
- Clear communication skills
- Ability to work on numerous different systems at one time

**About us**:
Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.

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