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Client Service Officer - Part time

Marsh & McLennan Companies, Inc.
Melbourne, Australia
Closing date
Jul 10, 2024

View more

Job Function
Industry Sector
Finance - General
Employment Type
Part Time


Mercer is seeking candidates for the following position based in the Melbourne office:

Client Service Officer - Part time

What can you expect?

  • To support Financial Advisers in preparing and implementing advice
  • Being the first point of contact for our clients
  • The opportunity to progress your career in Financial Advice
  • A part time role in a CBD Office

What is in it for you?

  • Opportunity to work part time, on the days and hours that suit you
  • Leading training and development programs
  • Professional environment where your career path really matters and is supported in our global organization
  • Great team of energetic and supportive colleagues
  • Genuine work life balance

We will count on you to:

The Client Service Officer acts as the intermediary between Mercer Financial Advice clients and Financial Advisers. The primary focus of this role is to manage client relationships while supporting the Financial Advice team in providing our clients with quality advice
  • Field incoming client phone calls responding to and following through with client queries
  • Prepare Financial Review Documents detailing clients' investment portfolio, performance and ongoing fees
  • Liaising with fund managers and maintaining client portfolios through financial planning software
  • Preparing and finalising advice documents and implementing recommendations. Completing fund manager application forms and tracking the implementation process
  • Assisting to prioritise Financial Adviser's client contact to meet clients' expectations, making appointments for new and review clients
  • Ensure end of month process is finalised and reporting on financials is up to date
  • Maintaining the CRM system and ensuring a focus on continuous improvement

What you need to have:

  • A demonstrated ability to provide outstanding customer service
  • Experience working in a busy team environment
  • Attention to detail is highly important for this role
  • Excellent planning and organisational skills with the ability to multitask and manage various service standards and deadlines
  • Advanced skills in Outlook, Word and Excel
  • Strong numeric skills
  • Focus on continuous improvement
  • Strong work ethic and drive
  • Clear communication skills
  • Ability to work on numerous different systems at one time

What makes you stand out?

  • Previous knowledge and or experience within the financial planning or superannuation industry

About us:

Mercer believes in building brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being. Mercer's more than 20,000 employees are based in 43 countries and the firm operates in over 130 countries. Mercer is a business of Marsh McLennan (NYSE: MMC), the world's leading professional services firm in the areas of risk, strategy and people, with 85,000 colleagues and annual revenue of $23 billion. Through its market-leading businesses including Marsh, Guy Carpenter and Oliver Wyman, Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment. For more information, visit Follow Mercer on Twitter @Mercer.

Marsh McLennan is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin colour, or any other characteristic protected by applicable law.

Marsh McLennan is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh McLennan colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one "anchor day" per week on which their full team will be together in person. Note: the changes to our hybrid work policy do not apply to officially designated remote workers and are subject to any works council or local legal requirement.

Please apply using the link below, applications will only 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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