Client Service Manager

7 days ago

Docklands, Australia Mercer Full time

We are seeking a talented individual to join our Client Service team at **Mercer**. This role will be based in **Melbourne.** This is a hybrid role that has a requirement of working at least three days a week in the office.

As the **Senior Client Service Officer,** you will act as a critical link between our clients and financial advisors, managing a variety of client service tasks to ensure an outstanding client experience while maintaining compliance standards.

**We will count on you to**:

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

**What you need to have**:

- 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

**What makes you stand out**:

- Excellent communication, relationship-building, and problem-solving abilities.
- Detail-oriented with a proven ability to manage multiple priorities effectively.
- Other relevant Financial Planning studies will be considered.

**Why join our team**:

- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
- Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.

**About Mercer**:
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.

  • Client Service Officer

    7 days ago

    Docklands, Australia Mercer Full time

    We are seeking a talented individual to join our Client Service team at **Mercer**. This role will be based in our **Melbourne **office. This is a hybrid role that has a requirement of working at least three days a week in the office and is offered on a **12-month, fixed-term contract.** As the **Client Service Officer**, you will act as a critical link...

  • Client Services Coordinator

    7 days ago

    Docklands, Australia ARL Collect Full time

    _**At ARL, we are passionate about developing talent**_. _ **About The Role**: Our Client Services Officer is responsible for ensuring a smooth client experience throughout their journey with us. In this role, no two days are the same. The diversity of tasks in the role are varied based on the relevant project and client needs. The role includes but is not...

  • Client Service Coordinator

    5 days ago

    Docklands, Australia Creative Activation Full time

    **Company Description** CGL - Retail Services** is the retail marketing division of the **Clemenger Group**. With our two market-leading brands, **Creative Activation** and **Clemenger Field Marketing**, we offer unparalleled Sales growth for our clients via merchandising, sales teams, brand promoters, store trainers, mystery shopping and...

  • Client Service Specialist

    3 days ago

    Docklands, Australia Marsh Full time

    We are seeking a talented individual to join our **Insurance** **Operations** team at **Marsh**. This role will be based in our **Melbourne** office. This is a hybrid role that has a requirement of working at least three days a week in the office. In this role as **Client Service Specialist,** you will support colleagues and clients in all aspects of...

  • Client Service Executive, Inwards

    3 days ago

    Docklands, Australia Chubb Full time

    **Your Role**: To provide Account Management Services to allocated Global Accounts from the Multinational Portfolio (this includes Captive Programmes) and manage the end to end process in accordance with the Global Services Department Guidelines on some Global Accounts. To work with Assistant Client Service Executives to ensure that all administrative...

  • Client Service Executive, Produced

    6 days ago

    Docklands, Victoria, Australia Chubb Insurance Full time

    Chubb celebrates diversity by fostering an inclusive, flexible and equitable workplace. We support applications from all members of our community and equitable access to our employment opportunities. We are open to discussing workplace flexibility in all our vacancies, to ensure we can attract the best candidates and accommodate individual needs,...

  • Client Service Executive, Produced

    6 days ago

    Docklands, Victoria, Australia Chubb Full time

    Job DescriptionChubb celebrates diversity by fostering an inclusive, flexible and equitable workplace. We support applications from all members of our community and equitable access to our employment opportunities. We are open to discussing workplace flexibility in all our vacancies, to ensure we can attract the best candidates and accommodate individual...

  • Client Account Manager

    2 weeks ago

    Docklands, Australia Ethos Building & Restoration Full time

    **Your Key Responsibilities**: - Overall management and delivery of customer service to designated Client accounts - Maintaining a caseload of property claims - Timely and accurate claim decisions and resolution. Rapid escalation of matters outside authority or accountabilities - Comply with and maintain Service Level Agreements and Key Performance...

  • Client Services Specialist

    5 days ago

    Docklands, Victoria, Australia Marsh McLennan Full time $80,000 - $120,000 per year

    We are seeking a talented individual to join our Client Operations team at Marsh. This role will be based in Melbourne office. This is a hybrid role that has a requirement of working at least three days a week in the office.In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate,...

  • Client Services Specialist

    4 days ago

    Docklands, Victoria, Australia Marsh Full time $104,000 - $130,878 per year

    We are seeking a talented individual to join ourClient Operations teamatMarsh. This role will be based inMelbourneoffice. This is a hybrid role that has a requirement of working at least three days a week in the office.In this role you will support colleagues and clients in all aspects of administration and technical support through the accurate, efficient...