Adviser Services Manager at AustralianSuper

Melbourne, Victoria, Australia -

Full Time

Start Date

Immediate

Expiry Date

08 Jan, 26

Salary

0.0

Posted On

10 Oct, 25

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Stakeholder Relationship Management, Superannuation Knowledge, Pension Products Knowledge, Communication Skills, Problem Solving, Analytical Ability, Ethical Practice Knowledge, Compliance Knowledge, Customer Service, Team Collaboration, CRM Management, Training Material Development, Event Representation, Fee Reconciliation, High Volume Call Management, Education and Training

Industry

Financial Services

Description

At AustralianSuper, we truly care about our colleagues. We know work and life are intertwined. That’s why we support the diverse needs of everyone and have policies that enable us all to thrive and be truly flexible. We ensure diversity is celebrated for the opportunity it provides us all to learn and grow and deliver better outcomes for members. Your new role Exciting 12 month role supporting the fund’s distribution via the external adviser network, helping more members to receive advice from an adviser of their choice. In this role, you will provide business relationship and operational services to approved external financial advisers and Licensees registered with AustralianSuper. Key duties include but are not limited to: Initiate contact with approved advisers to develop service relationships with key personnel within these practices. Working as a team to manage email case load and inbound phone calls from Advisers in a timely manner. In conjunction with the distribution team, develop and implement servicing plans for approved advisers to promote and target the fund’s products and services to support new members under advice, and for existing members to obtain advice. Resolve high volumes of queries and issues from approved advisers and their staff in a manner that exceeds expectations. Maintain records on approved adviser contacts and activities using the team’s CRM. Where required, contribute to the creation of tailored education and training materials for approved advisers. Execute the referral process – contribute to decisions around which Advisers are on the panel, referral allocation and, placement of advisers on the watch list. Represent the Fund at seminars and other adviser industry events and promote the fund at such functions. Facilitate the accurate payment of fees in accordance with set processes to Licensees, ensuring reconciliation completed within agreed timeframes. Contribute to the strength of the team by communicating key information, being supportive and flexible. What you’ll need Role requires successful candidate to hold (or attain within 3 months of enrolment) an RG 146 qualification and be able to evidence ongoing CPD. Excellent phone manner and an ability to manage high volume calls. Developing stakeholder relationship management experience within financial services sector. Excellent knowledge of the fund superannuation and pension products. Technical knowledge of superannuation and pension administration and processes. Excellent knowledge of retirement investment products, insurance and legislation. Strong written and oral communication/ interpersonal skills with the ability to present ideas, perspectives, and issues. Knowledge and understanding of ethical practice and compliance requirements and their application. Problem solving and analytical ability. Life at AustralianSuper AustralianSuper is committed to colleague development, and we support our people with ongoing learning, coaching and training, as well as career opportunities across our expanding global organisation. We offer generous leave entitlements and promote a blended working environment in which all roles can flex, and we’re happy to discuss what this looks like for you. We are committed to supporting our diverse workforce in a way that is inclusive and embraces diversity in all its forms. If you require any reasonable adjustments to the recruitment process or the role, please let our recruitment team know. What’s next Apply now, if you share our values of Energy, Integrity, Generosity of Spirit and Excellent Outcomes and would like the opportunity to work in a challenging, growing and rapidly evolving team to deliver outstanding results. Australian or New Zealand citizenship or Australian permanent residency status is required. Progress powered by purpose. https://www.australiansuper.com/careers/candidate-privacy-notice Agencies please note: this vacancy is being managed directly by AustralianSuper’s Talent Acquisition team. We will contact our preferred agency partners should we require additional support. Thank you.

Responsibilities

The Adviser Services Manager will support the fund’s distribution via the external adviser network, providing business relationship and operational services to approved external financial advisers. Key duties include developing service relationships, managing queries, and representing the fund at industry events.