Client Services Officer

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 robust interest in financial planning, wealth management, or client service role.
Proficient in Xplan, Salesforce,



and MS Office Suite preferred but not essential
Positive understanding of financial products, services, and industry regulations.
RG146 compliant.
Experience preferred but not essential; passion for financial planning and career growth.

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, compelling 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.
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