We are seeking a talented individual to join our Mercer Super team at Mercer.
This role will be based in Sydney.
This is a hybrid role that has a requirement of working at least three days a week in the office or at a client site.
Responsibilities
Manage and grow a portfolio of corporate super clients, with a focus on retention, account development and member growth
Build effective relationships with advisers and employers to support client satisfaction and long‐term partnership outcomes
Develop and deliver account plans aligned to client needs and business objectives, including funds under management, member growth and net operating income
Lead client servicing activity, including issue resolution, ongoing communication, and support through onboarding and transition periods
Keep clients informed of relevant industry, regulatory and Mercer updates that may affect their superannuation arrangements
Maintain accurate CRM records and contribute to team performance, collaboration and continuous improvement
What you need to have
RG146 compliance
Demonstrated experience in a senior client‐facing role within financial services or professional services, including managing senior stakeholder relationships
Experience in superannuation, including knowledge of industry trends,
market developments and relevant legislative and regulatory frameworks
Proven ability to develop account plans, support business growth and retention outcomes, and manage client issues effectively
What makes you stand out
Strong business acumen
Undergraduate qualification, with postgraduate or skilled qualifications viewed favourably
Financial services experience in a high performance and/or growth workplace
Experience working with financial advisers or within financial advice
Why join our team
We help you be your best through professional development opportunities, compelling work and supportive leader.
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities.
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well‐being.
Applications can be considered from candidates who have the appropriate approval to work in Australia.
Successful applicants will be required to complete a criminal & bankruptcy check prior to commencement of employment.
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📌 Client Executive New South Wales
🏢 Mercer
📍 New South Wales
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