Client Relationship Management - Specialist
Marsh McLennan
PwC Tower, Auckland 1010, New Zealand
6d ago

Account Management

Manage an assigned group of workplace savings clients through understanding their business and people strategies and act as conduit and face of Mercer to the client, providing visibility of Mercer within the client organisation.

Develop and execute an account plan for each client, manage the commercial aspects of relationships and maintain accurate client records e.

g. by regular and accurate billing, and through maintaining client contact details and opportunities within Mercer Force.

Partner with other Mercer teams and actively promote Mercer services and products to clients and their employees.

Business Development

Identify opportunities where Mercer or other MMC operating companies can provide value and solutions and introduce solutions and services that respond to the client’s needs and priorities.

Assist with the preparation of client proposal documents (and assist other MMC operating companies by providing relevant content).

Provide progress reports (as requested) on client proposals being prepared or under consideration.

Service delivery

Act as a trusted advisor for each client, delivering advice, solving client issues and bringing in specialists as necessary

Provide support to Mercer teams and colleagues, to ensure services and projects are coordinated across Mercer and delivered to meet client expectations.

Attend and contribute to client meetings as required.

Deliver client and customer presentations, facilitate discussions and respond to their enquiries

Ensure all clients are kept abreast of regulatory changes and other relevant developments.

What you need to have


Relevant tertiary qualifications in finance, business or a related discipline is preferred.


Two to five years client relationship management experience, ideally in a financial services or related services organisation.

Knowledge & Skills

Knowledge of KiwiSaver, superannuation, employee benefits, funds management, insurance market and industry.

Well-developed communication, presentation and interpersonal skills oral and written.

Consulting and relationship management skills, at the individual and corporate level.

About Us :

builds brighter futures by redefining the world of work, reshaping retirement and investment outcomes, and unlocking real health and well-being.

Mercer’s more than 25,000 employees are based in 44 countries and the firm operates in over 130 countries. Mercer is a business of Marsh & McLennan (NYSE : MMC), the world’s leading professional services firm in the areas of risk, strategy and people, with 75,000 colleagues and annualized revenue approaching $17 billion.

Through its market-leading businesses including , and , Marsh & McLennan helps clients navigate an increasingly dynamic and complex environment.

For more information, visit . Follow Mercer on Twitter .

Mercer is an equal opportunity employer committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people regardless of their sex (including intersex), marital / parental status, ethnic origin, nationality, age, background, disability, sexual orientation and gender identity.

Please apply using the link below, applications will only be considered from candidates who have the appropriate approval to work in New Zealand.

Successful applicants will be required to complete a Criminal & Bankruptcy check prior to commencement of employment.

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