Client Executive

Company:Mercer

Description:

Client Executive

We are seeking a talented individual to join our team at Mercer. This role will be based in either our Melbourne (Docklands) or Sydney (Barangaroo) office. This is a hybrid role that has a requirement of working at least three days a week in the office.

We will count on you to:

The Client Executive at Mercer Super is responsible for managing and growing a segment of corporate super clients, typically those with funds under management (FUM) exceeding $10 million. This role focuses on collaborating with Corporate Super Advisers to acquire new clients, expand existing client relationships, and enhance member participation and balances through consolidations. Retention is prioritised through proactive client servicing and timely resolution of service issues.

Key responsibilities include:

• Building strong relationships with clients (Advisers and Employers) to support growth and retention objectives while enhancing client satisfaction.
• Achieving commercial goals and executing strategic account plans to meet client and organisational objectives in terms of FUM, members, and net operating income (NOI).
• Ensuring compliance with contractual obligations and leading issue resolution efforts.
• Engaging regularly with clients to keep them informed about changes within Mercer and the industry, while maintaining and executing key account plans.
• Overseeing client transitions and onboarding processes to maximise employer experience and promote Mercer Super.
• Maintaining the CRM system for Corporate Super & Clients activities and leading a team of Client Executives to strengthen client relationships at the senior management level.
• Driving strategic objectives and contributing to the overall performance of client engagement teams.

What you need to have:

• Relevant undergraduate qualification essential, with relevant postgraduate and / or professional qualification
• Must be RG146 compliant
• Significant experience at a senior level in a similar role in a financial or professional services environment - managing senior-level clients
• Building strong relationships to establish and drive productive, enduring relationship with clients and client engagement teams
• Executing on account plans to drive growth across clients and accounts
• Winning new business, including tenders, to drive growth and retention
• Advanced conflict resolution and business acumen skills
• Strong knowledge in all aspects of superannuation and other services provided including but not limited to strategy, market trends, the regulatory environment
• Building internal and external networks to drive win, grow and retention objectives, including timely completion of client projects and incidents to high level of standard expected by Mercer.
• Adopts a strategic perspective to business, organisation and people challenges
• Extensive understanding of superannuation issues and solutions
• Able to design and implement a variety of solutions, programs and interventions
• Able to work collaboratively with colleagues in other service areas on new and extended business development activities, client relationship management and delivery of integrated solutions
• Well-developed communication skills with demonstrated ability to engage, build rapport, “carry the conversation” and present recommendations at the senior executive level
• Understanding of relevant legislative and regulatory frameworks which impact service offerings and solutions
• Demonstrable analytical, financial and statistical skills

What makes you stand out:

• Prior experience working  with financial advisers or in financial advice is preferred but not essential
• Good knowledge in areas related to the broader Mercer business and MMC operating companies

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 an 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 $24 billion and more than 90,000 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 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.

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.