Client Services Associate – Financial Planning

Slade Group; Melbourne; Hybrid; AUD 52,000 - 70,000; Full time

Job summary

Marsh in Melbourne seeks a Client Services Officer to join our People and Investments team. The role acts as a crucial link between clients, financial advisors and support staff, handling service tasks, documents, schedules and compliance to ensure an outstanding client experience.

Ideal candidates will have a strong interest in financial planning, familiarity with XPLAN/Salesforce and MS Office, and a willingness to grow within a collaborative environment.

Qualifications

• Strong interest in financial planning, wealth management or client service.
• Proficient in XPLAN, Salesforce and MS Office preferred but not essential.
• Good understanding of financial products, services and regulations.
• RG146 compliant.
• Experience preferred but not essential; passion for financial planning.

Responsibilities

• Serve as primary contact for client inquiries and service needs.
• 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, maintaining accurate records and documentation.
• Identify opportunities to improve client satisfaction and operational efficiency.
• Maintain a solutions-focused approach to improve efficiency.

Skills

Communication

Relationship building

Problem solving

Education

RG146 compliance

Tools

XPLAN

Salesforce

MS Office

Job description

Marsh in Melbourne seeks a Client Services Officer to join our People and Investments team. The role acts as a crucial link between clients, financial advisors and support staff, handling service tasks, documents, schedules and compliance to ensure an outstanding client experience.

Ideal candidates will have a strong interest in financial planning, familiarity with XPLAN/Salesforce and MS Office, and a willingness to grow within a collaborative environment.