Mercer is seeking candidates for the following position based in the Melbourne office:

Client Service Manager

What can you expect?

To support Financial Advisers in preparing and implementing adviceBeing the first point of contact for our clientsThe opportunity to progress your career in Financial AdviceA part time or full-time role in a CBD Office

What is in it for you?

Leading training and development programsProfessional environment where your career path really matters and is supported in our global organizationGreat team of energetic and supportive colleaguesGenuine work life balance

We will count on you to:

The Client Service Officer acts as the intermediary between Mercer Financial Advice clients and Financial Advisers. The primary focus of this role is to manage client relationships while supporting the Financial Advice team in providing our clients with quality adviceField incoming client phone calls responding to and following through with client queriesPrepare Financial Review Documents detailing clients’ investment portfolio, performance and ongoing feesLiaising with fund managers and maintaining client portfolios through financial planning softwarePreparing and finalising advice documents and implementing recommendations. Completing fund manager application forms and tracking the implementation processAssisting to prioritise Financial Adviser’s client contact to meet clients’ expectations, making appointments for new and review clientsEnsure end of month process is finalised and reporting on financials is up to dateMaintaining the CRM system and ensuring a focus on continuous improvement

What you need to have: 

RG146 completionIdeally 2 years’ experience working in a financial planning practiceA demonstrated ability to provide outstanding customer serviceExperience working in a busy team environmentAttention to detail is highly important for this roleExcellent planning and organisational skills with the ability to multitask and manage various service standards and deadlinesAdvanced skills in Outlook, Word and ExcelStrong numeric skillsFocus on continuous improvementStrong work ethic and driveClear communication skillsAbility to work on numerous different systems at one time

About us:

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.