Client Services Officer

AU018 Mercer Financial Advice (Australia) Pty Ltd; Melbourne; Hybrid; AUD 45,000 - 65,000; Full time

Job summary

Marsh in Melbourne seeks a Client Services Officer to connect clients with financial advisors and support teams, ensuring a smooth, compliant experience.

You’ll handle inquiries, assist with planning documents, and support meetings while learning the fundamentals of wealth management and financial products.

Qualifications

• Interest in financial planning, wealth management or client service.
• Familiarity with Xplan, Salesforce and MS Office Suite preferred but not essential.
• Good understanding of financial products, services and industry regulations.
• RG146 compliant.

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 advisors 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.

Skills

Client service

Tools

Xplan

Salesforce

MS Office Suite

Job description

AU018 Mercer Financial Advice (Australia) Pty Ltd – Melbourne VIC

Full time

No experience required

Hybrid

1d ago , from Marsh & McLennan Companies MMC

We are seeking a talented individual to join our Client Service team, part of our People and Investments business at Marsh. This role will be based in our Melbourne office. This is a hybrid role that has a requirement of working at least three days a week in the office.

As the Client Services Officer you will act as a critical link between our clients, financial advisors and other support staff managing a variety of client service tasks to ensure an outstanding client experience while maintaining compliance standards.

This is an exceptional opportunity for ambitious individuals eager to launch their career in Financial Advice. Join a dynamic and supportive team of experienced Financial Advisers and gain invaluable hands-on experience in a collaborative environment.

We will count on you to:

• 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 advisors 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.

What you need to have:

• 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, we are looking for someone who has a passion for financial planning and looking to grow a career in this field.

What makes you stand out:

• Other relevant Financial Planning studies will be considered.
• Excellent communication, relationship-building, and problem-solving abilities.
• Detail-oriented with a proven ability to manage multiple priorities effectively.
• Solutions focus and having a desire to learn

Why join our team:

• We help you be your best through professional development opportunities, interesting work, and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an 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.

Company:

Marsh

Description:

We are seeking a talented individual to join our Client Service team, part of our People and Investments business at Marsh. This role will be based in our Melbourne office. This is a hybrid role that has a requirement of working at least three days a week in the office.

As the Client Services Officer you will act as a critical link between our clients, financial advisors and other support staff managing a variety of client service tasks to ensure an outstanding client experience while maintaining compliance standards.

This is an exceptional opportunity for ambitious individuals eager to launch their career in Financial Advice. Join a dynamic and supportive team of experienced Financial Advisers and gain invaluable hands-on experience in a collaborative environment.

We will count on you to:

• 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 advisors 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.

What you need to have:

• 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, we are looking for someone who has a passion for financial planning and looking to grow a career in this field.

What makes you stand out:

• Other relevant Financial Planning studies will be considered.
• Excellent communication, relationship-building, and problem-solving abilities.
• Detail-oriented with a proven ability to manage multiple priorities effectively.
• Solutions focus and having a desire to learn

Why join our team:

• We help you be your best through professional development opportunities, interesting work, and supportive leaders.
• We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an 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.

Marsh (NYSE: MRSH) is 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, visit marsh.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.