Investment Client Service Analyst

Company:

Mercer

Description:

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

We’re looking for an experienced and client-focused Investment Client Service Analyst to join our team.

In this role, you will support the delivery of high-quality service to investment clients, acting as a key point of coordination between clients and internal teams. You’ll help manage day-to-day client servicing, reporting, meeting preparation and operational support, while contributing to a strong and consistent client experience.

We will count on you to:

• Support day-to-day servicing for investment clients

• Respond to client queries and coordinate timely resolutions

• Prepare client reports, presentations, and meeting materials

• Liaise with internal teams across investments, operations and compliance

• Support onboarding, transitions, and ongoing client maintenance activities

• Help improve processes, maintain accurate records, and support risk and compliance standards

What you need to have:

• Experience in client service, account management, operations, or administration within investments or financial services

• Strong communication and stakeholder management skills

• High attention to detail and strong organizational ability

• A proactive, collaborative, and client-focused approach

• Proficiency in Microsoft Office, including Excel, PowerPoint, and Word

Experience in investments, superannuation, wealth, or asset management will be highly regarded.

This is a great opportunity for someone who enjoys working in a fast-paced, client-focused environment and wants to build their career in investment client service.

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.

About Us:

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.