AU018 Mercer Financial Advice (Australia) Pty Ltd – Melbourne VIC

Full time

No experience required

Hybrid

1d ago , from Marsh & McLennan Companies MMC

We are seeking a talented individual to join our

Client Service

team, part of our People and Investments business at

Marsh . This role will be based in our

Melbourne

office. This is a hybrid role that has a requirement of working at least three days a week in the office.

As the

Client Services Officer

you will act as a critical link between our clients, financial advisors and other support staff managing a variety of client service tasks to ensure an outstanding client experience while maintaining compliance standards.

This is an exceptional opportunity for ambitious individuals eager to launch their career in Financial Advice. Join a dynamic and supportive team of experienced Financial Advisers and gain invaluable hands-on experience in a collaborative environment.

We will count on you to:

Serve as a primary contact for client inquiries and service needs, ensuring timely and accurate responses.

Prepare and process financial planning documents, applications, and client reviews.

Support advisors by managing client schedules, meeting preparation, and follow-up actions.

Handle compliance requirements, including maintaining accurate records and documentation.

Proactively identify opportunities to improve client satisfaction and operational efficiency.

Be solutions focused and look at areas to improve efficiency.

What you need to have:

A strong interest in financial planning, wealth management, or client service role.

Proficient in Xplan, Salesforce, and MS Office Suite





preferred but not essential

Good understanding of financial products, services, and industry regulations.

RG146 compliant

Experience preferred but not essential, we are looking for someone who has a passion for financial planning and looking to grow a career in this field.

What makes you stand out:

Other relevant Financial Planning studies will be considered.

Excellent communication, relationship-building, and problem-solving abilities.

Detail-oriented with a proven ability to manage multiple priorities effectively.

Solutions focus and having a desire to learn

Why join our team:

We help you be your best through professional development opportunities, interesting work, and supportive leaders.

We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.

Our scale enables us to provide a range of career opportunities, as well as advantages and rewards to enhance your well-being.

Company: Marsh

Description: We are seeking a talented individual to join our

Client Service

team, part of our People and Investments business at

Marsh . This role will be based in our

Melbourne

office.



This is a hybrid role that has a requirement of working at least three days a week in the office.

As the

Client Services Officer

you will act as a critical link between our clients, financial advisors and other support staff managing a variety of client service tasks to ensure an outstanding client experience while maintaining compliance standards.

This is an exceptional opportunity for ambitious individuals eager to launch their career in Financial Advice. Join a dynamic and supportive team of experienced Financial Advisers and gain invaluable hands-on experience in a collaborative environment.

We will count on you to:

Serve as a primary contact for client inquiries and service needs, ensuring timely and accurate responses.

Prepare and process financial planning documents, applications, and client reviews.

Support advisors by managing client schedules, meeting preparation, and follow-up actions.

Handle compliance requirements, including maintaining accurate records and documentation.

Proactively identify opportunities to improve client satisfaction and operational efficiency.

Be solutions focused and look at areas to improve efficiency.

What you need to have:

A strong interest in financial planning, wealth management, or client service role.

Proficient in Xplan, Salesforce, and MS Office Suite

preferred but not essential

Good understanding of financial products, services, and industry regulations.

RG146 compliant

Experience preferred but not essential, we are looking for someone who has a passion for financial planning and looking to grow a career in this field.

Wha

📌 Client Services Officer (Melbourne)
🏢 AU018 Mercer Financial Advice (Australia
📍 Melbourne