Client Service Officer

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

Are you ready to be the face of Aware Super to our members and clients? Join our team in Sydney CBD, and provide exceptional service to our members, clients, and prospective clients. As a Client Service Officer, you'll work collaboratively with our Financial Planners, Implementation Specialists, and other internal stakeholders to provide top-notch administrative support. This is a fantastic opportunity to learn the basics of financial advice and grow your career in a leading super fund.

If you enjoy administration and interacting with various stakeholders, this is the perfect role for you!

As a Client Service Officer at Aware Super, you'll have the opportunity to take on a 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?

You are passionate about providing top-notch customer service and have experience working in a similar role within the financial services industry. Experience in Client Services in financial planning or para-planning will be highly regarded.

You will contribute to our team by bringing;

Your commitment to work on-site Monday-Friday between the operational hours of 8:45 am- 5:15 pm, with potential of 1 day work from home (after the 6 month probation);
Excellent communication skills and a good phone manner;
Strong attention to detail, and commitment to outstanding client service;
Your passion for interacting with clients face-to-face, and assisting them with general queries; and
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. Read more