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.auYour New RoleAreyou ready to be the face of Aware Super to our members and clients? Join ourteam in Sydney,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'llbe responsible for ensuring that daily administration and data entry tasksare completed accurately and on timeYou'llbe the go-to person for responding to client inquiries, whether in person,by phone, or through written correspondenceYou'llprovide crucial administrative support to our Financial Planners,assisting with tasks such as Record of Advice (ROAs) and diary managementfor client appointmentsYou'llverify that client transaction requests are complete and follow up withclients for any outstanding items before submitting them to our MemberSolutions Team for processingAnd ofcourse, you'll adhere to our internal procedures and guidelines whileworking collaboratively with your team to provide support as neededHow 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;Excellentcommunication skills and a good phone mannerStrongattention to detail, and commitment to outstanding client serviceYourcommitment to work on-site Monday-Friday between the operational hours of8:45 am- 5:15 pmYourpassion for interacting with clients face-to-face, and assisting them withgeneral queriesAproactive and solution-focused approach, to help meet the needs of ourclients and members while growing your career in a leading super fundEmployee ExperienceWe 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 differenceAt 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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