Job Description
Your SUPER career starts here
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.
Sound good? Learn more about us and what we do at awaresuper.com.au
Your New Role
Areyou ready to be the face of Aware Super to our members and clients? Join ourteam in Parramatta,and provide exceptional service to our members, clients, and prospectiveclients. As a Client Service Officer, you'll work collaboratively with ourFinancial Planners, Implementation Specialists, and other internal stakeholdersto provide top-notch administrative support. This is a fantastic opportunity tolearn the basics of financial advice and grow your career in a leading superfund. If you enjoy administration and interacting with various stakeholders,this is the perfect role for you!
Asa Client Service Officer at Aware Super, you'll have the opportunity to take ona variety of responsibilities that will challenge and engage you.
You'll be responsible for ensuring that daily administration and data entry tasks are completed accurately and on time
You'll be the go-to person for responding to client inquiries, whether in person, by phone, or through written correspondence
You'll provide crucial administrative support to our Financial Planners, assisting with tasks such as Record of Advice (ROAs) and diary management for client appointments
You'll verify that client transaction requests are complete and follow up with clients for any outstanding items before submitting them to our Member Solutions Team for processing
And of course, you'll adhere to our internal procedures and guidelines while working collaboratively with your team to provide support as needed
How do you exceed our expectations?
Youare passionate about providing top-notch customer service and have experienceworking in a similar role within the financial services industry. Experience inClient Services in financial planning or para-planning will be highly regarded.
Youwill contribute to our team by bringing;
Excellent communication skills and a good phone manner
Strong attention to detail, and commitment to outstanding client service
Your commitment to work on-site Monday-Friday between the operational hours of 8:45 am- 5:15 pm
Your passion for interacting with clients face-to-face, and assisting them with general queries
A proactive and solution-focused approach, to help meet the needs of our clients and members while growing your career in a leading super fund
Employee Experience
We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.
Why you'll love working at Aware Super:
Have a super impact: You'll think big and care deeply to help more Australians live their best lives in retirement.
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.
Work with super humans: You'll work hard and innovate, but also have some fun along the way.
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.
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.
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.
Sound good? Learn more about us and what we do at awaresuper.com.au
Your New Role
Areyou ready to be the face of Aware Super to our members and clients? Join ourteam in Parramatta,and provide exceptional service to our members, clients, and prospectiveclients. As a Client Service Officer, you'll work collaboratively with ourFinancial Planners, Implementation Specialists, and other internal stakeholdersto provide top-notch administrative support. This is a fantastic opportunity tolearn the basics of financial advice and grow your career in a leading superfund. If you enjoy administration and interacting with various stakeholders,this is the perfect role for you!
Asa Client Service Officer at Aware Super, you'll have the opportunity to take ona variety of responsibilities that will challenge and engage you.
You'll be responsible for ensuring that daily administration and data entry tasks are completed accurately and on time
You'll be the go-to person for responding to client inquiries, whether in person, by phone, or through written correspondence
You'll provide crucial administrative support to our Financial Planners, assisting with tasks such as Record of Advice (ROAs) and diary management for client appointments
You'll verify that client transaction requests are complete and follow up with clients for any outstanding items before submitting them to our Member Solutions Team for processing
And of course, you'll adhere to our internal procedures and guidelines while working collaboratively with your team to provide support as needed
How do you exceed our expectations?
Youare passionate about providing top-notch customer service and have experienceworking in a similar role within the financial services industry. Experience inClient Services in financial planning or para-planning will be highly regarded.
Youwill contribute to our team by bringing;
Excellent communication skills and a good phone manner
Strong attention to detail, and commitment to outstanding client service
Your commitment to work on-site Monday-Friday between the operational hours of 8:45 am- 5:15 pm
Your passion for interacting with clients face-to-face, and assisting them with general queries
A proactive and solution-focused approach, to help meet the needs of our clients and members while growing your career in a leading super fund
Employee Experience
We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.
Why you'll love working at Aware Super:
Have a super impact: You'll think big and care deeply to help more Australians live their best lives in retirement.
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.
Work with super humans: You'll work hard and innovate, but also have some fun along the way.
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.
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.
💡 Quick Summary
Seeking a career-building opportunity? The Client Service Officer position is now open for candidates interested in the Work from home Jobs sector. This role in Sydney offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Work from home Jobs is a plus.