Client Service Manager
1 month ago
Description:
Mercer is seeking candidates for the following position based in the Melbourne office:
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 colleaguesWe 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.We have other current jobs related to this field that you can find below
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