Client Service Officer
With an enviable reputation in superannuation and financial advice, Mercer is in the business of putting our clients at the centre of everything we do, investing clients’ money to create the best possible outcomes. If this resonates with you, than perhaps this is the role you are after About the Role: Our Financial Advice team in Sydney are looking for a Client Service Officer to manage the administrative elements of client relationships whilst supporting the Financial Advice team in providing our clients with quality service. Your role will be to work with the financial advice team: Providing customer service and administration support for clients Liaising with fund managers and maintaining client portfolios using financial planning software (eg Xplan) Finalising Statements of Advice (SOA’s) Preparing Financial Review Documents and client invoices Organising meetings, seminars and functions, assisting with diary management and other ad-hoc requests We will consider enthusiastic and career focused individuals with customer service and administrative backgrounds who have: A background in financial planning or financial services Good communication skills (both written and verbal) A high level of numeracy Sound planning and organisational skills Advanced skill level with all Microsoft Office applications, particularly PowerPoint Ability to work autonomously as well as in a team environment This is your chance to be part of a premier organization with a vibrant and supportive culture.
APPLY now by clicking on the link below About Mercer At Mercer, we make a difference in the lives of more than 110 million people every day by advancing their health, wealth, and careers. We’re in the business of creating more secure and rewarding futures for our clients and their employees — whether we’re designing affordable health plans, assuring income for retirement or aligning workers with workforce needs. Using analysis and insights as catalysts for change, we anticipate and understand the individual impact of business decisions, now and in the future.
We see people’s current and future needs through a lens of innovation, and our holistic view, specialized expertise, and deep analytical rigor underpin each and every idea and solution we offer. For more than 70 years, we’ve turned our insights into actions, enabling people around the globe to live, work, and retire well. At Mercer, we say we Make Tomorrow, Today .
Please note should your resume be shortlisted, you will receive a link from HireVue to complete a digital video interview as part of the recruitment process. We hope you enjoy the process and look forward to viewing your interview very soon. Applications will only be accepted 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 an equal opportunity employer committed to embracing a diverse and in....