Client Service Officer

at  Aware Super

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.
Sound good? Learn more about us and what we do at https://awaresuper.com.au

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 well-being offerings like a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones
• Career defining opportunities such as high-impact projects to scale our business and industry leading products and services development

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.

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