Client Executive

AU015 Mercer Investment Nominees Ltd; Brisbane; Hybrid; AUD 90,000 - 130,000; Full time

Job summary

Mercer Super is seeking a talented professional to manage and grow a portfolio of corporate super clients in Brisbane. The role sits in a hybrid model requiring in-office or client-site presence at least three days per week.

You will partner with Employers to drive client acquisition, retention, and account growth while delivering a high-quality employer and adviser experience. Key responsibilities include developing account plans, managing senior stakeholder relationships, and keeping clients

Qualifications

• RG146 compliance.
• Demonstrated experience in a senior client-facing role within financial services or professional services.
• Experience in superannuation and knowledge of regulatory frameworks.
• Proven ability to develop account plans and drive client growth and retention.

Responsibilities

• Manage and grow a portfolio of corporate super clients with focus on retention and growth.
• Build relationships with employers to support client satisfaction and long-term partnerships.
• Develop and deliver account plans aligned to client needs and business objectives.
• Lead client servicing activities, including issue resolution and onboarding support.
• Keep clients informed of industry, regulatory and Mercer updates affecting their arrangements.
• Maintain accurate CRM records and contribute to team performance.

Skills

Client relationship management

Financial services knowledge

Strategic account planning

Stakeholder management

Communication skills

RG146 compliance

Education

Undergraduate degree

Postgraduate/professional qualifications

Tools

CRM systems

Job description

Full time

Hybrid

We are seeking a talented individual to join ourMercer Superteam atMercer. This role will be based inBrisbane. 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.

In this role, you will manage and grow a portfolio of corporate super clients, working closely with Employers to support client acquisition, retention, and account growth. You will play an important role in building trusted client relationships, improving member outcomes and helping deliver a high-quality employer and adviser experience. You will also contribute to strategic account activity, issue resolution and broader team performance.

We will count on you to:

• Manage and grow a portfolio of corporate super clients, with a focus on retention, account development and member growth
• Build effective relationships with 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 professional qualifications viewed favourably
• Financial services experience in a high performance and/or growth environment

Why join our team:

• We help you be your best through professional development opportunities, interesting 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.

Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Mercer, visit mercer.com, or follow us on LinkedIn and X.

Marsh 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 color, or any other characteristic protected by applicable law. 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 commencing of employment.

Marsh 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 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.