Client Service Manager
vor 1 Monat
Company:MercerDescription: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 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 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.
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Client Service Manager
vor 4 Wochen
Melbourne, Österreich Northern Trust VollzeitThis is a Client Service Manager role with one of the leading companies in AU right now 🔥 -- Northern Trust -- with an amazing team. They are continuing to grow rapidly. This is the chance to join right as the 🚀 takes off.More About the Role at Northern Trust 🧐🧐# Role Summary As part of the Australian client services team, the Client Services...
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Melbourne, Österreich Elite Talent Solutions VollzeitFull timeOur client is a highly regarded boutique financial firm seeking an experienced Client Services Manager to join their growing team. This is an excellent opportunity to elevate your career by delivering exceptional service to clients while providing essential support to Financial Planners (FPs).Key Responsibilities:Process new business applications...
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Melbourne, Österreich Northern Trust Corporation VollzeitAbout Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
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Melbourne, Österreich Arcare Aged Care VollzeitClient Services Manager Locations:Arcare Templestowe & Arcare Reservoir About Arcare As one of Australia's leading aged care providers, we have 50 residences in QLD, NSW, and VIC, with more on the way!Our core focus is the relationship between residents, colleagues, and family members, with our residents and team at the heart of what we do.Backed by a...
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Client Service Manager
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Client Service Manager
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Melbourne, Österreich Tideri Jobbörse VollzeitTime left to apply: End Date: October 30, 2024 (24 days left to apply) Job Requisition ID: R130257 About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the...
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Melbourne, Österreich Efinancialcareers Ltd. VollzeitAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
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Client Service Manager
vor 1 Monat
Melbourne, Österreich Northern Trust Corporation VollzeitAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
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Client Service Manager
vor 2 Monaten
Melbourne, Österreich Northern Trust Corporation VollzeitAbout Northern Trust:Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring...
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Client Service Manager
vor 3 Monaten
Melbourne, Österreich Northern Trust Corp VollzeitTime left to apply: End Date: October 30, 2024 (24 days left to apply)Job Requisition ID: R130257About Northern Trust: Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative financial services and guidance to the...
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Client Service Manager
vor 1 Monat
Melbourne, Österreich Mercer VollzeitCompany:MercerDescription: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,...
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National Client Services Manager
vor 1 Monat
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Client Service Manager
vor 4 Wochen
Melbourne, Österreich Mygwork VollzeitThis 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 Melbourne. This is a hybrid role that has a requirement of...
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National Client Services Manager
vor 1 Monat
Melbourne, Österreich paceappointmentsvic VollzeitWe are partnering with a well-established market leader in the freight forwarding industry to recruit a National Client Services Manager. This pivotal role will oversee a small, high-performing team across Sydney and Melbourne while ensuring outstanding customer service and operational excellence across the business.Key Responsibilities:Lead, mentor, and...
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National Client Services Manager
vor 1 Monat
Melbourne, Österreich paceappointmentsvic VollzeitWe are partnering with a well-established market leader in the freight forwarding industry to recruit a National Client Services Manager. This pivotal role will oversee a small, high-performing team across Sydney and Melbourne while ensuring outstanding customer service and operational excellence across the business.Key Responsibilities:Lead, mentor, and...
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Client Services Manager
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