Client Services Specialist - Financial Planning (Hybrid)

Marsh; Melbourne; Hybrid; AUD 42,000 - 70,000; Full time

Job summary

Marsh in Melbourne is seeking a Client Services Officer to be a vital link between clients, financial advisors and support staff, delivering outstanding service while ensuring compliance. The role is hybrid with at least three days a week in the office, offering hands-on experience in financial planning and a collaborative team environment.

You will handle client inquiries, prepare planning documents, support advisors, and maintain records, contributing to efficient operations and client

Qualifications

• Interest in financial planning, wealth management, or client service role.
• RG146 compliant or willingness to obtain.
• Good understanding of financial products, services and regulations.

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

Communication skills

Client service mindset

Problem-solving

Attention to detail

Relationship-building

Education

RG146 compliant

Tools

Xplan

Salesforce

MS Office Suite

Job description

Marsh in Melbourne is seeking a Client Services Officer to be a vital link between clients, financial advisors and support staff, delivering outstanding service while ensuring compliance. The role is hybrid with at least three days a week in the office, offering hands-on experience in financial planning and a collaborative team environment.

You will handle client inquiries, prepare planning documents, support advisors, and maintain records, contributing to efficient operations and client