{"id":3302774,"url":"https://alion.io/job/marsh-mclennan-client-services-officer","title":"Client Services Officer","company":{"id":1769686,"name":"Marsh McLennan","domain":"marshmclennan.com","url":"https://alion.io/company/marshmclennan","size_band":"5000+","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":81,"open_postings":266,"ghost_share":0,"stale_share":0.962,"repost_share":0,"time_to_fill_p50_days":17,"computed_at":"2026-11-01T06:10:25Z"}},"role":"Customer Success","role_family":"Customer Success","seniority":null,"employment_type":"full_time","work_mode":"hybrid","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Melbourne, Australia"],"countries":["AU"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":45000,"max_usd":92000,"period":"year","method":"role_country_seniority_unknown","sample_n":57},"experience_years_min":null,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"Salesforce","optional":false},{"name":"LinkedIn","optional":true}],"status":"live","first_seen_at":"2026-10-26T00:00:00Z","employer_posted_date":"2026-10-26","last_verified_at":"2026-11-01T13:36:08Z","board_verified":true,"closed_at":null,"days_open":6,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":6},"description":"Company:\nMarshDescription:\nWe are seeking a talented individual to join ourClient Service team, part of our People and Investments business at Marsh. This role will be based in our Melbourne office. This is a hybrid role that has a requirement of working at least three days a week in the office.\nAs the 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.\nThis is an exceptional opportunity for ambitious individuals eager to launch their career in Financial Advice. Join a dynamic and supportive team of experienced Financial Advisers and gain invaluable hands-on experience in a collaborative environment.\nWe will count on you to:\nServe as a primary contact for client inquiries and service needs, ensuring timely and accurate responses.\nPrepare and process financial planning documents, applications, and client reviews.\nSupport advisors by managing client schedules, meeting preparation, and follow-up actions.\nHandle compliance requirements, including maintaining accurate records and documentation.\nProactively identify opportunities to improve client satisfaction and operational efficiency.\nBe solutions focused and look at areas to improve efficiency.\n\nWhat you need to have:\nA strong interest in financial planning, wealth management, or client service role.\nProficient in Xplan, Salesforce, and MS Office Suite preferred but not essential\nGood understanding of financial products, services, and industry regulations.\nRG146 compliant\nExperience preferred but not essential, we are looking for someone who has a passion for financial planning and looking to grow a career in this field.\n\nWhat makes you stand out:\nOther relevant Financial Planning studies will be considered.\nExcellent communication, relationship-building, and problem-solving abilities.\nDetail-oriented with a proven ability to manage multiple priorities effectively.\nSolutions focus and having a desire to learn\nWhy join our team:\nWe help you be your best through professional development opportunities, interesting work, and supportive leaders.\nWe foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have an impact for colleagues, clients, and communities.\nOur scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being.\nMarsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information, visit marsh.com, or follow us on LinkedIn and X.Marsh is committed to creating a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age, background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, or any other characteristic protected by applicable law. Applications will only be considered from candidates who have the appropriate approval to work in Australia. Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencing of employment.Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. 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