Marsh McLennan77 jobs

Client Service Manager

Mid levelFull-timeHybridBarangaroo, Millers Point NSW 2000, AustraliaCustomer service and supportPeople and cultureFinancial managementPosted 1 day ago
View your fit0 of 9 criteria met

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

📞

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.

Skills you'll need

🤝

Client service experience

Minimum of 2 years in a financial planning, wealth management, or client service job, ensuring a solid foundation in client interactions and service delivery.
💻

Proficiency in IT tools

Proficient in Xplan, Salesforce, and MS Office Suite, enabling efficient management of client data and communications.
📊

Financial knowledge

Good understanding of financial products, services, and industry regulations, which is crucial for providing accurate advice and support to clients.
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Meet the team

About the company

View your fit

0 of 5 criteria met
2+ years in financial planning or client service
Experience in financial planning, wealth management, or client service roles.

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Proficiency in Xplan and Salesforce
Demonstrated ability to use Xplan, Salesforce, and MS Office Suite effectively.

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RG146 compliance
Possession of RG146 compliance for financial services.

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Strong communication skills
Proven ability to build relationships and solve problems effectively.

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Detail-oriented with multitasking ability
Experience managing multiple priorities while maintaining attention to detail.

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