Client Executive
Vor 5 Tagen
Company: Mercer
Mercer is seeking candidates for the following position based in the Sydney or Melbourne office:
Client Executive / Relationship Manager What can you expect?What we offer is a chance to join a company that is not only winning, but transforming in the most exciting way possible.
Our CEO, David Bryant, is dedicated to Mercer Australia being a "people first" culture.
We pride ourselves on providing outstanding career development, learning opportunities, rewards and benefits, and we are committed to making your journey with us FUN.
Voted #1 HR Consulting Company GloballyPrestigious Sydney (Barangaroo) or Melbourne (Docklands) officeGreat PackageGreat time to join this global organisation in Growth PhaseWhat is in it for you?At Mercer, we recognise that our most important asset is our people.
We offer benefits and programs that assist career development such as professional development support, exam and study assistance and global rotation opportunities which will support you to reach your full potential.
We also recognise the value of healthy, happy colleagues and promote a culture of inclusion, care and wellbeing, offering benefits such as flexible working and much more
Leading learning and development programsProfessional environment where your career path really matters and is supported in our global organisationGreat team environment with energetic and supportive colleaguesGenuine work life balanceWe will count on you to:The relationship management and growth of a segment of Mercer Super's corporate super clients (typically with FUM greater than $10m).
The focus on growth relates to winning new clients, supporting expansion of existing clients, increasing member participation (measured by number of active members in the plan given applicable workforce) and member balances through consolidations.
The focus on retention is achieved through proactive and responsive client servicing and escalation to ensure client service matters are addressed in a timely manner and to the high quality of service expected by Mercer.
The Client Executive has overall responsibility for client win, growth and retention targets, including applicable client satisfaction.
The Client Executive will be responsible for maintaining and keeping MercerForce (or equivalent CRM) up to date for Corporate Super & Clients activities and campaigns.
The Client Executive is also responsible for overseeing the transition and onboarding of clients within the segment to maximise employer experience (via engagement with Product, Operations and Sales) and promotion of growth (via engagement plans, use of educational resources to improve awareness of Mercer Super and benefits of membership as part of the establishment of the plan within Mercer Super).
Key Responsibilities:Build strong relationships with the client and key client stakeholders to support win, grow and retention objectives, while building client satisfaction and building Mercer's position as a valued partner within the client.Achieve commercial outcomes and objectives, and execute the strategic account plan aimed at achieving the goals of the client and that of the organization in FUM, members & NOIExecute on contractual compliance, obligations, inclusions and exclusionsLead escalation of issues in order to find remedy, in conjunction with the relevant team membersWin, grow and retain employer relationships via:Regular interaction and engagement with employers and members, including leveraging education and marketing team to improve engagement and growthProactively keeping employers and members up to date with changes both within Mercer and the broader environment, including monitoring industry changes and mediaMaintenance and execution key account plans, including maintaining the Client Relationship Management platforms and conducting regular client service team meetings for applicable clientsPreparation, attendance and presentation of Policy Committee Meetings, strategic account meetings and other client meetingsPromote Mercer Super, Mercer and Marsh McLennan through campaigns and activities to support the objectivesBeing an advocate for employer and adviser requirementsWork with clients and Mercer teams to ensure contracted services grow and are renewed/retained, and opportunities for expansion across Mercer and MMC are proactively identified and pursuedProactively respond to opportunities to drive objectives, including tender requests and identified opportunitiesOverseeing the transition and onboarding of clients within the segment to maximise employer experienceSupport awareness and promotion of Mercer Super for new and existing clients through regular attendance at the client, engagement in clients onboarding and induction process for new employees, and other campaigns and activitiesMaintaining MercerForce (or equivalent CRM) for Corporate Super & Clients activities and campaignsEnsuring growth in number and strength of client relationships at c-suite and key client personnel, including frequency of high-quality interactions with clientsContribute to the high-performance of client engagement teams by leveraging and sharing knowledge / skills with clients, and within the industryDrive strategic objectives and operational performanceWhat you need to have:Relevant undergraduate qualification essential, withRelevant postgraduate and / or professional qualificationMust be RG146 CompliantSignificant experience at a senior level in a similar role in a financial or professional services environment - managing senior-level clientsBuilding strong relationships to establish and drive productive, enduring relationship with clients and client engagement teamsExecuting on account plans to drive growth across clients and accountsWinning new business, including tenders, to drive growth and retentionAdvanced conflict resolution and business acumen skillsStrong knowledge in all aspects of superannuation and other services provided including but not limited to strategy, market trends, the regulatory environmentGood knowledge in areas related to the broader Mercer business and MMC operating companiesBuilding internal and external networks to drive win, grow and retention objectives, including timely completion of client projects and incidents to high level of standard expected by Mercer.Adopts a strategic perspective to business, organisation and people challengesExtensive understanding of superannuation issues and solutionsAble to design and implement a variety of solutions, programs and interventionsAble to work collaboratively with colleagues in other service areas on new and extended business development activities, client relationship management and delivery of integrated solutionsWell-developed communication skills with demonstrated ability to engage, build rapport, "carry the conversation" and present recommendations at the senior executive levelUnderstanding of relevant legislative and regulatory frameworks which impact service offerings and solutionsDemonstrable analytical, financial and statistical skills #J-18808-Ljbffr
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