Senior Client Services Officer
About the job
Joining Mercer as a Client Services Manager offers an exciting opportunity to be a vital link between clients, financial advisors, and support staff. This job plays a crucial role in delivering outstanding client experiences while ensuring compliance standards are met. The team thrives on collaboration, professionalism, and a commitment to continuous improvement, making it a great fit for someone passionate about client service.
You'll be responsible for
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Serving as a 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 client schedules
Support advisors by managing client schedules, meeting preparation, and follow-up actions to ensure smooth operations.What we're looking for
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2+ years in client service or financial planning
Experience in financial planning or wealth management roles is essential.View
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Proficiency in Xplan and Salesforce
Demonstrated ability to use Xplan and Salesforce effectively.View
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RG146 compliance
Possession of RG146 compliance is required for regulatory standards.View
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