Client Service Manager

5 days ago

Docklands, Australia Mercer Full time

**Client Service Manager**

**What can you expect?**
- To support the Senior Strategic Financial Advisers by participating in various client activities including preparation for and attendance of meetings, research, phone contact, paraplanning and support.

**What is in it for you?**

At Mercer, we recognize that our most important asset is our people. We offer benefits and programs that support career development such as professional development support, exam and study assistance and global rotation opportunities which will support and nurture you with every opportunity to reach your full potential.

We also recognise the value of healthy, happy colleagues and promote a culture of care and wellbeing, offering benefits such as flexible working and much more
- Flexible work arrangements
- Discounted insurances
- Incentive Compensation Plan
- Leading training and development program
- Professional environment where your career path really matters and is supported in our global organisation
- Great team environment with energetic and supportive colleagues

**We will count on you to**:

- Assisting the financial advisers in their provision tailored financial advice to a range of individual clients by assisting with the development of high quality financial strategies and plans.
- Working closely with financial advisers to build and maintain successful client relationships.
- Deal with technical client queries and follow-up outstanding matters
- Contribute to team meetings and projects and act as thought leaders and mentors for the team.
- Developing and maintaining a thorough knowledge of, and compliance with, the licensing and professional standards under which we operate.
- Adhere at all times to the Mercer professional code of conduct.
- Adhere at all times to Mercer’s compliance guidelines to ensure that compliance breaches are kept to a minimum.

**What you need to have**:

- University qualified
- Commenced the Advanced Diploma in Financial Planning (ADFP) or equivalent degree
- Ideally minimum of 3 years in a Financial Advice Assistant or Junior Paraplanning role
- Understanding of more complex structures such as trusts, defined benefit and SMSF.
- Superannuation, tax, investment, insurance and estate planning knowledge.
- Strong communication, written and numeric skills.
- High attention to detail.

**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 colour, or any other characteristic protected by applicable law._

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