Client Service Officer
About the job
Join Mercer as a Client Services Officer in Brisbane and become a vital part of our Client Service team. This job offers an incredible opportunity to connect with clients, financial advisors, and support staff, ensuring an outstanding client experience while upholding compliance standards. Embrace a collaborative and dynamic environment where your growth and development are prioritized.
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.📝
Preparing financial documents
Prepare and process financial planning documents, applications, and client reviews.🤝
Supporting advisors
Support advisors by managing client schedules, meeting preparation, and follow-up actions.What we're looking for
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Interest in financial planning
Demonstrated passion for financial planning and wealth management.View fit
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Understanding of financial products
Good grasp of financial products, services, and industry regulations.View fit
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RG146 compliance
Possession of RG146 compliance for financial advice roles.View fit
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