Marsh is seeking a talented individual to join our Client Service team, part of our People and Investments business. This role will be based in our Melbourne office. Hybrid role: at least three days a week in the office.
Responsibilities
- 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 advisers 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.
Requirements
- 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; passion for financial planning and growth opportunities.
Preferred
- Other relevant Financial Planning studies.
- Excellent communication, relationship‑building, and problem‑solving abilities.
- Detail‑oriented with proven ability to manage multiple priorities effectively.
- Solutions focus and desire to learn.
Why Join Us
- Professional development opportunities, interesting work, and supportive leaders.
- Vibrant and inclusive culture with talented colleagues to create solutions and impact clients, colleagues, and communities.
- Career opportunities and benefits to enhance well‑being.