Client Services Officer - Financial Planning & Compliance in Melbourne

Client Services Officer - Financial Planning & Compliance in Melbourne

Melbourne Full-Time 63000 - 77000 $ / year (est.) Hybrid
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At a Glance

  • Tasks: Be the go-to person for clients and advisors, managing service tasks and ensuring compliance.
  • Company: Join Marsh, a leading financial services firm in Melbourne.
  • Benefits: Enjoy a hybrid work model, competitive salary, and opportunities for growth.
  • Other info: Work in a supportive team environment with a focus on professional development.
  • Why this job: Make a real difference in client satisfaction while developing your career in finance.
  • Qualifications: Strong communication skills and a passion for client service.

The predicted salary is between 63000 - 77000 $ per year.

Marsh in Melbourne is hiring a Client Services Officer to act as the vital link between clients, financial advisors, and support staff.

You'll manage service tasks, prepare documents, and ensure compliance while delivering an outstanding client experience in a hybrid role.

You will work in our Melbourne office at least three days per week, supporting advisors, handling inquiries, and helping to improve client satisfaction with proactive service and efficient processes.

Client Services Officer - Financial Planning & Compliance in Melbourne employer: Engineering Networks

As a leading global OEM in the power generation sector, this company offers an exceptional work environment for an Electrical Manager, characterised by a strong commitment to safety and operational excellence. Employees benefit from competitive salaries, comprehensive support for professional development, and a culture that values teamwork and high performance. With opportunities to work on cutting-edge projects in renewable energy and data centres across Australia, this role promises not only meaningful work but also the chance to be part of a dynamic and innovative team.

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Contact Details:

Engineering Networks Recruitment Team

We think you need these skills to ace Client Services Officer - Financial Planning & Compliance in Melbourne

Client Relationship Management
Financial Planning Knowledge
Compliance Understanding
Document Preparation
Service Task Management
Communication Skills
Problem-Solving Skills