Client Service Manager
vor 1 Woche
We are seeking a talented individual to join our Client Service team at Mercer. This role will be based in Brisbane. 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 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 compliant.What 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.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.
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