Client Services Coordinator

3 weeks ago

Brisbane, Queensland, Australia UniSuper Full time

Join to apply for the Client Services Coordinator role at UniSuper

Talent Acquisition - Financial Advice, Investments and Risk

About US

UniSuper is the custodian of our members' life savings. Everything we do is aimed to deliver for our members. If you love working with passionate professionals, driving industry-leading performance and want to make a meaningful difference for others now and into the future, you're in the right place.

The Member and Advice team provide end to end customer services to all members helping them to understand, manage and tailor their retirement savings through the appropriate information at the right time. M&A includes our processing, payments, claims, complaints, contact centre and financial advice teams, as well as the key support teams needed to manage the flow of customers.

The role

We\'re all here to help deliver greater retirement outcomes for our members. This Brisbane based 12-month max contract role supports UniSuper doing this by supporting the Advice function in providing best practice service to UniSuper Advice clients by ensuring all written recommendations are efficiently and accurately implemented.

Key responsibilities

  • Provide Private Client Advisers with assistance in the implementation of financial advice by completing appropriate documentation and sourcing required identification as well as an outstanding client services
  • Contact product providers to confirm confidential client information or the correct administration of adviser recommendations after lodgement
  • Maintain client files, manage workflow and store client information
  • Maintain high compliance standards that satisfy Australian legislative requirements
  • Meet and greet our members and visitors; acting as a point of contact for clients
  • Perform general adhoc office management duties including coordination of local team events, reception of clients to the UniSuper Member Centre, and monitoring office stationery

About you

We are looking for an individual who has worked in fast moving transformation environment and is comfortable working with a degree of ambiguity. To be considered for this role you will have:

  • 3-5 years of experience in administration / customer service
  • High levels of personal organisation and time management (essential)
  • Exemplary communication skills, both written and verbal
  • Knowledge of the framework under which financial advisers operate is preferred

We believe that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office.

UniSuper\'s high performance culture is supported by a range of benefits that demonstrates our commitment to ensuring our employees achieve their full potential, thrive, and grow their career with us. These include:

  • A personal development budget of $1500 to support employees in their professional growth.
  • Access to amazing lunch & learn sessions including with external experts
  • Mental physical and financial well-being initiatives

At UniSuper, we value and celebrate diversity and inclusion in our workplace, where everybody can thrive. We believe that having a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for our members. We invite you to apply for the roles that suit your career aspirations, even if you don\'t meet all the requirements listed.

Seniority level
  • Entry level
Employment type
  • Contract
Job function
  • Finance
Industries
  • Financial Services, Insurance, and Investment Advice

Referrals increase your chances of interviewing at UniSuper by 2x

Expression of Interest

We are unable to provide further details here. Please follow the official application process to express your interest.


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