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Senior Client Services Officer

AU018 Mercer Financial Advice (Australia) Pty Ltd
Location 📍 Barangaroo, Australia
Posted 📅 June 03, 2026
Work Type ⏰ Full time

Position Overview

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...
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    Job Details

    Employment Type
    Full time
    📊
    Category
    Information and Record Clerks
    🏠
    Work Arrangement
    On-site
    📍
    Location
    Barangaroo, Australia