25 Aug
|
Aware Super
|
Victoria
25 Aug
Aware Super
Victoria
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.
n
Sound good? Learn more about us and what we
n
Your New Role
n
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.
n
Please note you will be required to work on-site Monday-Friday between the operational hours of 8:45 am- 5:15 pm.
n
Some responsibilities include:
n
n
Being the first point of contact—welcome visitors, manage calls and inbox enquiries, and build rapport with members and clients;
n
Managing diaries and appointments for Financial Planners; proactively follow up pipelines and client requests;
n
Preparing, reviewing and pre‐verifying documentation so transactions are complete and ready for processing; liaise with Client Administration Services;
n
Resolving client queries with clear, factual information; elevate complex or complaint matters appropriately;
n
Maintaining tidy client‐facing spaces and support smooth in‐office operations; and
n
Contributing to a strong risk, compliance and wellbeing culture—own your commitments and work safely, every day.
n
n
Proven experience in client service or administration (financial services or advice highly regarded);
n
n
Proven experience in client service or administration (financial services or advice highly regarded);
n
Excellent written and verbal communication with a professional phone manner;
n
Swift,
accurate data entry and strong attention to detail;
n
Proactive problem‐solving and follow‐through, with outstanding time management and teamwork;
n
n
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.
n
Employee Experience
n
We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.
n
Why you'll love working at Aware Super:
n
Have a super impact: You'll think big and care deeply to help more Australians live their best lives in retirement.
n
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.
n
Work with super humans: You'll work hard and innovate, but also have some fun along the way.
n
n
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.
n
n
The Aware Super difference
n
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.
#J-*****-Ljbffr
📌 Client Services Officer (Victoria)
🏢 Aware Super
📍 Victoria