Client Service Manager
2 weeks ago
Description:
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. Prepare and process 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.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 complianWhat 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:
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. 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. For more information, visit mercer.com, or follow on LinkedIn and X.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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