Client Service Manager
About the job
Joining Mercer as a Client Services Manager means becoming a vital part of a dynamic Client Service team in Sydney. This job offers an exciting opportunity to connect with clients and financial advisors, ensuring a seamless and outstanding client experience. The team thrives on collaboration, innovation, and a commitment to professional development, making it a fantastic place to grow your career.
You'll be responsible for
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Serving as primary contact
Serve as a primary contact for client inquiries and service needs, ensuring timely and accurate responses to enhance client satisfaction.📝
Preparing financial documents
Prepare and process financial planning documents, applications, and client reviews to support advisors and clients effectively.✅
Managing compliance
Handle compliance requirements, including maintaining accurate records and documentation to ensure adherence to regulations.Key criteria
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2+ years in financial planning or client service
Experience in financial planning or client service roles is essential.View
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Proficiency in Xplan and Salesforce
Demonstrated skills in Xplan and Salesforce for client management.View
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RG146 compliance
Possession of RG146 compliance for financial advisory responsibilities.View
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