22 Aug
|
Aware Super
|
New South Wales
22 Aug
Aware Super
New South Wales
Job Description
As one of Australia's largest profit-for-members superannuation funds, we always remember whose money it is and whose future we're looking after. We work to reimagine a new way forward for our 1.1 million members and their communities. Each other. And our world.
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Sound positive? Learn more about us and what we do at aware.com.au
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Your New Role
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As a Client Service Officer, you'll provide superior service to Advice clients, prospective clients and Aware Super members, while keeping Financial Planners moving through seamless administration and operational support.
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Please note you will be required to work on-site Monday-Friday between the operational hours of 8:45 am- 5:15 pm.
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This is a full time, parental leave cover opportunity until September 2027.
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Some responsibilities include:
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- Being the first point of contact—welcome visitors, manage calls and inbox enquiries, and build rapport with members and clients;
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- Managing diaries and appointments for Financial Planners; proactively follow up pipelines and client requests;
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- Preparing, reviewing and pre‐verifying documentation so transactions are complete and ready for processing; liaise with Client Administration Services;
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- Resolving client queries with clear, factual information; elevate complex or complaint matters appropriately;
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- Maintaining tidy client‐facing spaces and support smooth in‐office operations; and
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- Contributing to a strong risk, compliance and wellbeing culture—own your commitments and work safely, every day.
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How do you exceed our expectations?
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The idea of being part of our growth is exciting and you want to play a pivotal role in making super simple.
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- Proven experience in client service or administration (financial services or advice highly regarded);
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- Excellent written and verbal communication with a professional phone manner;
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- Swift, accurate data entry and strong attention to detail; and
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- Proactive problem‐solving and follow‐through, with great time management and teamwork.
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You are balanced in accepting risk in any decision you face. You are curious to understand risk context and choose to speak up as we simplify, learn and grow.
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Employee Experience
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We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.
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Why you'll love working at Aware Super:
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- Have a super impact: You'll think big and care deeply to help more Australians live their best lives in retirement.
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- Be part of something super unique: You'll work to reshape super and retirement. We'll invest in your growth and give you the opportunity to work on career-defining projects.
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- Work with super humans: You'll work hard and innovate, but also have some fun along the way.
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- Feel super cared for: We'll support your wellbeing today, as well as in the future. Enjoy a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones.
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The Aware Super difference
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At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA+ individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.
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📌 Client Service Officer (New South Wales)
🏢 Aware Super
📍 New South Wales