Company:
Mercer
Description:
We are seeking a talented individual to join our Private Wealth team at Mercer Marsh Benefits (MMB).
You will be based in either our Bournemouth or London offices.
This is a hybrid role that has a requirement of working at least three days a week in the office.
Remote working in other locations is possible but you would be required to attend an office occasionally for training purposes.
As a Client Support you will provide support to both existing and potentially new Clients in the delivery of holistic advisory services through effective communication with all related parties (Clients, Financial Planners, New Business Team, Paraplanners, Administrators and Providers)
We will count on you to:
- Work together with the Financial Planners, Advice Delivery Manager, Paraplanners and Administrators to ensure a smooth workflow for you team
- Ensure Client Service Agreement requirements are met
- Ensure procedures are adhered to
- Maintain and update our client database
- Prepare meeting packs
- Respond to ad hoc client enquiries
- Deal with technical aspects of client queries and help/assist administrators where required
- Ensure compliance with Mercer’s best practices and standards
What you need to have:
- Previous admin based experience with the Financial Services industry
- Excellent organisational skills and the ability to manage multiple enquiries simultaneously
- Strong attention to detail
- High self-motivation with excellent interpersonal skills and the ability to work effectively as part of a team
- Competency in the use of MS Office applications
It is likely that the ideal candidate is currently working for a Financial Advisers as an Administrator or as part of a Client Support team working on a high case load
What makes you stand out?
- Studying for the Diploma in Financial Planning
- Experience working on Intelligent Office
Why join our team:
- We help you be your best through professional development opportunities, interesting work and supportive leaders.
- 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.
Mercer, a business of Marsh McLennan (NYSE: MMC), is a global leader in helping clients realize their investment objectives, shape the future of work and enhance health and retirement outcomes for their people. Marsh McLennan is a global leader in risk, strategy and people, advising clients in 130 countries across four businesses: Marsh, Guy Carpenter, Mercer and Oliver Wyman. With annual revenue of $23 billion and more than 85,000 colleagues, Marsh McLennan helps build the confidence to thrive through the power of perspective. For more information, visit mercer.com, or follow on LinkedIn and X.
Marsh McLennan is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, civil partnership status, disability, ethnic origin, family duties, gender orientation or expression, gender reassignment, 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. We are an equal opportunities employer. We are committed to providing reasonable adjustments in accordance with applicable law to any candidate with a disability to allow them to fully participate in the recruitment process. If you have a disability that may require reasonable adjustments, please contact us at reasonableaccommodations@mmc.com.
Marsh McLennan 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 McLennan 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.
