Client Service Manager
Marsh(2 months ago)
About this role
Mercer is hiring a Client Services Manager based in its Sydney office to support clients within a financial planning and wealth management context. The role serves as a key connection point between clients, financial advisors, and internal support teams to help deliver a high-quality client experience while meeting regulatory and compliance expectations. This position is part of a hybrid working model with regular in-office presence.
Required Skills
- Client Service
- Stakeholder Management
- Financial Planning
- Wealth Management
- Compliance
- Recordkeeping
- Document Preparation
- Client Scheduling
- Meeting Coordination
- Paraplanning Requests
+5 more
Qualifications
- RG146
About Marsh
marshmclennan.comMarsh is a global leader in risk, reinsurance, and consulting services, dedicated to helping organizations navigate complex risks and develop strategies for success. With a strong emphasis on risk management, talent development, and strategic consulting, Marsh provides expert solutions tailored to the diverse needs of its clients. The company leverages its extensive expertise in capital, people, and consulting to empower businesses to thrive in competitive environments. Through its innovative approach and comprehensive services, Marsh is committed to building resilient organizations.
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