Client Executive

Company:Mercer

Description:

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

In this role, you will manage and grow a portfolio of corporate super clients, working closely with Employers to support client acquisition, retention, and account growth. You will play an important role in building trusted client relationships, improving member outcomes and helping deliver a high-quality employer and adviser experience. You will also contribute to strategic account activity, issue resolution and broader team performance.

We will count on you to:

• Manage and grow a portfolio of corporate super clients, with a focus on retention, account development and member growth
• Build effective relationships with advisers and employers to support client satisfaction and long-term partnership outcomes
• Develop and deliver account plans aligned to client needs and business objectives, including funds under management, member growth and net operating income
• Lead client servicing activity, including issue resolution, ongoing communication, and support through onboarding and transition periods
• Keep clients informed of relevant industry, regulatory and Mercer updates that may affect their superannuation arrangements
• Maintain accurate CRM records and contribute to team performance, collaboration and continuous improvement

What you need to have:

• RG146 compliance
• Demonstrated experience in a senior client-facing role within financial services or professional services, including managing senior stakeholder relationships
• Experience in superannuation, including knowledge of industry trends, market developments and relevant legislative and regulatory frameworks
• Proven ability to develop account plans, support business growth and retention outcomes, and manage client issues effectively

What makes you stand out:

• Strong business acumen
• Undergraduate qualification, with postgraduate or professional qualifications viewed favourably
• Financial services experience in a high performance and/or growth environment
• Experience working with financial advisers or within financial advice

Why join our team: 

We help you be your best through professional development opportunities, interesting work and supportive leader
We foster a vibrant and inclusive culture where you can work with talented colleagues to create new solutions and have impact for colleagues, clients and communities
Our scale enables us to provide a range of career opportunities, as well as benefits and rewards to enhance your well-being

Applications can 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 commencement of employment.

Mercer is a business of Marsh (NYSE: MRSH), 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 about Mercer, visit mercer.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. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.