Senior Client Services Officer

Mercer Brisbane City, Queensland, Australia

We are seeking a talented individual to join our Client Service team at Mercer . This role will be based in our Brisbane office and on a hybrid schedule, requiring at least three days a week in the office.

Overview

As the Client Services Manager , 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.

Responsibilities

• Serve as the 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 documentat...