Client Service Officer
vor 1 Monat
This job is with Marsh McLennan, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community.
Please do not contact the recruiter directly.
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 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: Serve as a primary contact for client inquiries and service needs, ensuring timely and accurate responses.Prepare and process financial planning documents, applications, and client reviews.Support advisors by managing client schedules, meeting preparation, and follow-up actions.Handle compliance requirements, including maintaining accurate records and documentation.Proactively identify opportunities to improve client satisfaction and operational efficiency.Assist with training and mentoring junior client service team members.What you need to have: Minimum of 2 years in a financial planning, wealth management, or client service role.Proficient in Xplan, Salesforce, and MS Office Suite.Good understanding of financial products, services, and industry regulations.RG146 compliantWhat makes you stand out: Other relevant Financial Planning studies will be considered.Excellent communication, relationship-building, and problem-solving abilities.Detail-oriented with a proven ability to manage multiple priorities effectively.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 an 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.Applications will only be considered from candidates who have the appropriate approval to work in Australia.
Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.
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.
-
Client Services Officer
vor 3 Wochen
Melbourne, Österreich Als Limited VollzeitALS Environmental at Springvale is seeking a Client Services Officer.Build strong relationships with clients and customers - APPLY today!13th December, 2024Imagine your future with usAt ALS, we encourage you to dream big.When you join ALS, you join a purpose and values-driven team that empowers you to innovate, create, and thrive.Our global team turns up...
-
Client Services Officer
Vor 3 Tagen
Melbourne, Österreich Als VollzeitALS Environmental at Springvale is seeking a Client Services Officer.Build strong relationships with clients and customers - APPLY today!13th December, 2024Imagine your future with usAt ALS, we encourage you to dream big.When you join ALS, you join a purpose and values-driven team that empowers you to innovate, create, and thrive.Our global team turns up...
-
Client Services Officer
vor 1 Monat
Melbourne, Österreich Robert Walters Australia VollzeitOur client is seeking a dedicated and detail-oriented Client Services Officer to join their team in Melbourne.This role is an exciting opportunity to be part of a dynamic team, primarily responsible for the efficient management of implementing advice for advisers focusing on direct share clients within the business.What you'll do: As a Client Services...
-
Client Services Officer
vor 1 Woche
Melbourne, Österreich Buscojobs VollzeitDo you want to be part of a community of likeminded professionals who are revolutionising the way financial services are delivered?Join our collaborative SMSF team in the Gold Coast as a Client Services Officer!We're seeking a motivated, flexible, and positive individual who takes initiative.What will your typical week look like? Ensure timely completion of...
-
Client Services Officer
vor 4 Wochen
Melbourne, Österreich The Alfred VollzeitAlfred Health is a leader in health care delivery, improvement, research, and education.We are the main provider of health services to people living in the inner southeast suburbs of Melbourne, from ambulatory to inpatient and home and community-based services.Position: Client Service OfficerType: Ongoing, Part Time (64 hours per fortnight)Grade: Managers...
-
Client Services Officer
vor 4 Wochen
Melbourne, Österreich Melbourne Sexual Health Centre VollzeitAlfred Health is a leader in health care delivery, improvement, research, and education. We are the main provider of health services to people living in the inner southeast suburbs of Melbourne, from ambulatory to inpatient and home and community-based services.Position: Client Service OfficerType: Ongoing, Part Time (64 hours per fortnight)Grade: Managers...
-
Client Service Officer
vor 1 Monat
Melbourne, Österreich Audika Australia Pty VollzeitReceptionists (Administration & Office Support) Audika is part of Demant, a world-leading hearing healthcare group that offers solutions and services to help people with hearing loss.Worldwide the group employs more than 17,500 staff in more than 30 countries and distributes hearing healthcare and intelligent audio solutions to people in more than 130...
-
Client Service Officer
vor 1 Monat
Melbourne, Österreich Audika Australia Pty VollzeitReceptionists (Administration & Office Support) Audika is part of Demant, a world-leading hearing healthcare group that offers solutions and services to help people with hearing loss.Worldwide the group employs more than 17,500 staff in more than 30 countries and distributes hearing healthcare and intelligent audio solutions to people in more than 130...
-
Client Services Officer
vor 1 Monat
Melbourne, Österreich cohealth VollzeitSee more about the role below, including the responsibilities and skills we are looking for.Client Services OfficerCollingwood, AustraliaReference: 6697139Part - Time (0.6 FTE), and casual roles until December 2025Work for a multi-award-winning iconic community health organisationGenerous salary packaging options to reduce your cohealth taxable incomeSo why...
-
Client Services Officer
vor 4 Wochen
Melbourne, Österreich Melbourne Sexual Health Centre VollzeitAlfred HealthAlfred Health is a leader in health care delivery, improvement, research and education. We are the main provider of health services to people living in the inner southeast suburbs of Melbourne, from ambulatory to inpatient and home and community-based services.OngoingPart Time (64 hours per fortnight)Managers and Administrative Worker Grade...
-
Client Services Officer
vor 4 Wochen
Melbourne, Österreich Melbourne Sexual Health Centre VollzeitAlfred Health Alfred Health is a leader in health care delivery, improvement, research and education.We are the main provider of health services to people living in the inner southeast suburbs of Melbourne, from ambulatory to inpatient and home and community-based services.Ongoing Part Time (64 hours per fortnight) Managers and Administrative Worker Grade 1...
-
Client Services Officer
vor 4 Wochen
Melbourne, Österreich Melbourne Sexual Health Centre VollzeitAlfred Health Alfred Health is a leader in health care delivery, improvement, research and education.We are the main provider of health services to people living in the inner southeast suburbs of Melbourne, from ambulatory to inpatient and home and community-based services.OngoingPart Time (64 hours per fortnight)Managers and Administrative Worker Grade...
-
Client Services Officer
vor 4 Wochen
Melbourne, Österreich Alfred Health VollzeitAlfred Health Alfred Health is a leader in health care delivery, improvement, research and education.We are the main provider of health services to people living in the inner southeast suburbs of Melbourne, from ambulatory to inpatient and home and community-based services.OngoingPart Time (64 hours per fortnight)Managers and Administrative Worker Grade...
-
Client Services Officer
vor 4 Wochen
Melbourne, Österreich Cohealth VollzeitSee more about the role below, including the responsibilities and skills we are looking for.Client Services OfficerFootscray, AustraliaReference: 6700916Full-Time, fixed term Until May 2025Work for a multi-award-winning iconic community health organisationGenerous salary packaging options to reduce your cohealth taxable incomeSo why cohealth? cohealth leads...
-
Client Services Officer
vor 4 Wochen
Melbourne, Österreich Collaw VollzeitPosition OverviewThe Court and Tribunal Services Team is a pivotal part of the Court's operational structure with broad responsibility across the general federal jurisdiction for enquiries management, filed document management and providing services directly to the judiciary.This role operates within a small team and forms part of the broader registry...
-
Client Service Officer-Booragoon
Vor 6 Tagen
Melbourne, Österreich Buscojobs VollzeitJob Title: Clinic Co-Ordinator (Receptionist - Administration & Office Support) Employment Type: Full Time We are looking for a sales and customer service superstar to be a Clinic Co-Ordinator!If you are interested in helping our clients improve their hearing and quality of life, keep on reading!This is the role for you.This is a pivotal role in each clinic...
-
Client Service Officer-Capalaba
Vor 6 Tagen
Melbourne, Österreich Buscojobs VollzeitPosition: Receptionist (Administration & Office Support)Employment Type: Full timeWe are looking for a sales and customer service superstar to be a Clinic Co-Ordinator!If you are interested in helping our clients improve their hearing and quality of life, keep on reading!This is the role for you.This is a pivotal role in each clinic that contributes to...
-
Client Service Officer-Maribyrnong
vor 2 Wochen
Melbourne, Österreich Audika Australia Pty VollzeitReceptionists (Administration & Office Support) Audika is part of Demant, a world-leading hearing healthcare group that offers solutions and services to help people with hearing loss.Worldwide the group employs more than 17,500 staff in more than 30 countries and distributes hearing healthcare and intelligent audio solutions to people in more than 130...
-
Client Service Officer
vor 1 Monat
Melbourne, Österreich William Buck VollzeitWilliam Buck is recognised as one of Australia's leading mid-tier Accounting firms, with over 100 Directors and 900 team members across Australia and New Zealand.Client Service Officer - Wealth AdvisoryWe believe in 'Changing Lives' across everything we do - clients, colleagues, and community.The firm's got wonderful people, a collaborative environment,...
-
Client Services Officer
Vor 6 Tagen
Melbourne, Österreich One Aus Care VollzeitReporting directly to the Managers, our administrative assistant's main duty is to provide administrative assistance to the management team.The role requires the administrative assistant to ensure all areas regarding reception, administration, and client service delivery are effectively organised.Within their role, they must demonstrate high levels of...
