💼 Full-Time Position

Senior Client Services Officer

🏢
AU018 Mercer Financial Advice (Australia) Pty Ltd
📍 Barangaroo, New South Wales, Australia
📍
Location
Barangaroo, Australia
📅
Posted
June 21, 2026
⏰
Type
Full-Time
🎯

Full-Time Opportunity: This is a permanent, full-time position with a competitive package and real career growth potential.

Job Description

Description:

We are seeking a talented individual to join our Client Service team at Mercer. This role will be based in our Sydney office. This is a hybrid role that has a requirement of working at least three days a week in the office.

As the Senior 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.

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.
  • At...