Client Service Officer - Melbourne, Australia - Aware Super

Aware Super

Verified Company

Melbourne, Australia

2 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

Could you be super helpful?

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.

Our 1.1m+ members. These are the people who inspire what we do and how we do it, every day.
And we walk our talk, inside as well as out.

That care and inclusion, and a focus on better futures, also extends to the people who work at Aware Super.

We are proud of our well-resourced and successful development and wellbeing programs, available to all our staff.

But don't take our word for it, the 2023 AFR BOSS Best Places to Work, 2023 Money Magazine's Best and Canstar's Best Value Super Fund in Australia awards back these claims.

And while it's nice to be recognised, we don't do it for the accolades. We work to help everyone get more from their super, so they can get more for their future.

Your New Role
Located in our Melbourne CBD office, you will be the face of Aware Super to our members and clients.

You will provide administration support to our Financial Planners and work collaboratively with the Client Service officers, Implementation Specialists and other internal stakeholders to provide exceptional service to our members, clients and prospective clients.

This opportunity is a great stepping stone into learning the basics of financial advice and will suit someone who enjoys administration and interacting with various stakeholders_.

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Some of your responsibilities include;

Completing daily administration and data entry tasks ensuring they are completed accurately and in a timely manner;
Responding to client enquiries in person, by telephone and through written correspondence;
Providing admin support to Financial Planners e.g. assisting with Record of Advice (ROAs), diary management for client appointments;
Verifying client transaction requests are complete and following up with clients for outstanding items prior to submitting to Member Solutions Team for processing;
Adhering to internal procedures and guidelines; and
Working collaboratively with the team providing additional support as required

How do you exceed our expectations?

You are passionate about customer service and have demonstrated experience working in a similar role within a financial services organisation (superannuation or wealth management industry experience will be advantageous).

In addition, you will have;

Excellent verbal and written communications skills along with a good phone manner;
The ability to work in the office Monday
Friday between the hours of 8:45 am 5:15 pm;
The ability to interact with clients face to face and assist with general queries if required;
Strong attention to detail and data entry skills;
Proactive and solutionfocused approach to meeting clients' and members' needs;
Commitment to outstanding client service; and
Commitment to teamwork

Employee Experience
We understand that not everyone works in the same ways. We offer flexibility so that you can perform your role at your best.

We love working at Aware Super because our hard work is rewarded by:

A culture of career growth and development, backed by a commitment to internal career mobility
Abundant wellbeing offerings like a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisationwide meeting free zones
Career defining opportunities such as highimpact projects to scale our business and industry leading products and services development

The Aware Super difference

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.