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Client Service Manager, Victoria
3 months ago
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.
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 and awarded 2023 and 2024 Canstar's Outstanding Value Super Fund in Australia awards back these claims.
Your New Role
As the Client Service Manager in our Melbourne office, your role is pivotal in overseeing the regional client servicing operations, including the management of Advice Implementation Specialists, Client Service Officers, and Member Service Officers enduring the smooth functioning of office management practices.
This position may entail managing team members based in different locations providing support across multiple regional offices, ensuring a consistent and professional standard of service throughout our client service network.
In this pivotal role in our team, you will be entrusted with the below responsibilities:- Collaborate with Advice Delivery Managers and Financial Planners to drive the success of our regional office, ensuring that all outcomes and objectives are met with precision
- Facilitate the practice management tasks for financial planners, which encompasses diary management, organisation, prospect followups, and liaising with entities such as ComSuper, Pillar, Centrelink, and the ATO, providing comprehensive support as needed
- Guarantee that the team addresses all implementation and administrative tasks with proactive diligence and upholding the highest standards
- Oversee the distribution of client service tasks, monitoring to ensure that all responsibilities are fulfilled within the established service levels
- Ensure that our Client Service staff deliver an exceptional quality experience for clients and Aware Super members, in line with our walkin strategy
- Strategise workforce planning to manage the team effectively and efficiently, achieving service level standards while reducing wait times for our valued clients
- Serve as a Subject Matter Expert (SME) in client service and practice management, introducing innovative and creative best practices and techniques to assist with retention, enhance engagement, and sustain the Advice Services team as a highperforming and enduring part of Aware Super
How do you exceed our expectations?
You will demonstrate a profound level of leadership and proficiency within the financial services industry. Your proven experience should showcase your ability to lead high-performing teams towards notable achievements. An advantageous background would include managing a para-planning team or experience in wealth management.
Your commitment to the growth and development of individuals and teams will be crucial in not only meeting but also exceeding Aware Super's goals.
Additionally, you will bring a wealth of expertise and a track record of excellence that includes:- Leadership Excellence: A history of successfully managing high-performing teams, showcasing your ability to lead by example and drive team success
- Industry Experience: Handson experience in client service and office management within the financial services sector, demonstrating your adeptness in navigating the industry's complexities
- Educational Foundation: A Diploma in Financial Planning and/or RG 146 qualification, underscoring your commitment to professional development and industry standards
- Onsite Collaboration: Availability to work onsite Monday through Friday, aligning with our core team hours from 8:15 am to 5:15 pm, fostering a collaborative team environment
- Financial Acumen: A solid understanding of financial planning and superannuation, ensuring you can provide informed guidance and support
- Communication Skills: Exceptional written and verbal communication skills, enabling you to convey information effectively and engage with stakeholders at all levels
- Stakeholder Relations: Wellhoned stakeholder engagement skills, allowing you to build and maintain strong, productive relationships
- Technical Proficiency: Experience with Microsoft Dynamics CRM is desirable although not essential and will add value to your role
Employee Experience
We understand that not everyone works in the same ways. We offer flexibility so that you can perform your role at your
