Client Services Specialist

Client Services Specialist
Company:

Ngare Employment Solutions Pty Ltd


Details of the offer

Are you passionate about helping people secure their financial future?Are you a skilled communicator with a talent for engaging individuals?Be part of a high performing and close-knit client services teamCareSuper is an innovative and award-winning profit-to-member fund that puts members first in everything we do. We aim to be widely recognised as a leading fund that delivers superior outcomes for its professionally minded members.
If you've ever found yourself asking 'can we do this better?' then you're exactly the kind of person we're looking for.
The opportunity We are continuously searching for ways to keep our members informed and well-educated when it comes to their super! You will be responsible for making outbound calls to our valued members providing personalised assistance and guidance to help them navigate retirement offerings with the fund. You will be key to building awareness of our ancillary benefits and maximising retention and loyalty.
Your main goal will be to engage with people on the phone addressing their concerns and empower them to make informed decisions about their superannuation accounts.
Responsibilities
Contact new & existing members to educate, inspire and grow funds under managementListen attentively to members needs and provide timely call backs and follow up actionProactively identify opportunities to enhance member experience and satisfactionBuild awareness and education of our suite of retirement productsCollaborate with internal teams to resolve member inquires or complex issuesCapture and maintain accurate information on our CRMWhat you'll bring The successful applicant will be self-motivated with excellent communications skills. Able to build rapport with all members but especially those heading towards retirement.
Experience in providing exceptional telephone-based customer service preferably within the financial services/ superannuation industryKnowledge of superannuation/ financial services industryExcellent time management, verbal and written communication skillsAn ability to engage with and influence a target audienceProven ability to meet performance measures and targetsGood organisation skills, including working with others or across teams in a collaborative and efficient mannerProficient ability to use Microsoft 365 applications and a CRM tool such as Salesforce (preferable)Tertiary qualified with a Diploma of Financial planning / RG 146 qualified or prepared to immediately undertake accreditation in this areaWhy CareSuper? Apart from our status as a high-performing Industry Super Fund and focus on providing high quality member customer service, we recognise that our staff are the drivers of our success. We are genuinely committed to delivering workplace diversity, sustainability, and flexible working arrangements. Our culture is under pinned by "SPIRIT" which stands for Service, Professionalism, Integrity, Relationships, Innovation and Teamwork.
We invest in the health, wellbeing, and development of our people by offering a range of great benefits to support you to be your best - professionally and personally. These are some of our many great benefits:
Unlimited professional and personal development coaching with our inhouse team of accredited coaches, $200 health reimbursement, flu vaccinations and moreHigher super contributions and income protection insuranceExtra paid days of leave across the yearDiscounts and offers from more than 400 retailersRecognition awardsApplicants must have the relevant work rights to be considered for an opportunity at CareSuper and undergo a police check.
Agencies, please note: All vacancies are managed by our internal Human Resources Team. Should external assistance be required we will reach out to our preferred agency partners. Thank you 25 July 2023Melbourne Victoria, AustraliaFull TimeCall Centre & Customer ServiceCustomer Service - Call Centre
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Source: Talent_Dynamic-Ppc

Job Function:

Requirements

Client Services Specialist
Company:

Ngare Employment Solutions Pty Ltd


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