Client Service Manager

2 weeks ago

Wollongong, Australia Aware Super Full time

**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 and awarded 2023 and 2024 Canstar’s Outstanding 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.

**Your New Role**

As the Client Service Manager, you will be based in our Wollongong office overseeing the regional client servicing operations for Canberra, Wollongong, Penrith & Parramatta, while managing a team of Advice Implementation Specialists, Client Service Officers, and Member Service Officers enduring the smooth functioning of office management practices.
In partnership with Advice Delivery Managers (ADM), you will contribute to the achievement of regional objectives. 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 follow-ups, 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 walk-in 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 high-performing 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: Hands-on 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
- On-site Collaboration: Availability to work on-site 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: Well-honed 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

  • Client Engagement Consultant

    1 week ago

    Wollongong, Australia Client Engagement Team Full time

    Client Engagement Consultant Maximum Term, Full Time, until April 202538 hours per week, Monday to Friday @ 7.6 hours per day Working at Big Fat Smile, there’s a lot to smile about. The trust you’ll be given in exchange for your expertise. The freedom you’ll be given to make a difference and enrich the lives and minds of our children and families in...

  • Client Service Officer

    3 weeks ago

    Wollongong, Australia Aware Super Full time

    **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...

  • Client Services Officer

    2 weeks ago

    Wollongong, New South Wales, Australia NSW Department of Communities and Justice Full time

    Division: Communities and Justice- Location: Wollongong, NSW, AU, 2500- Req ID: 59163Client Services Officer - Illawarra Access and Demand TeamLocation - ConistonEmployment type - Temporary - 210 hours InternshipSalary - Clerk Grade 3/4 equivalentThe 'Stepping Into' Internship Program Are you in your last or second last year at university, or a recent...

  • Client Service Officer

    3 weeks ago

    Wollongong, Australia Demant Full time

    Permanent Part Time (Mon, Tue, Wed and Thursday 9.00am - 5.00pm) - Located at Wollongong clinic - Opportunity to make a difference in peoples lives **Responsibilities**: - Perform sales generating activities to help more people hear better (full training is provided) - Book and confirm appointments for clients with our online schedule tool - Work with...

  • Client Services Officer

    3 weeks ago

    Wollongong, Australia Advice2Talent Full time

    CSO with experience in SMSF - Join our growing team - WFH- You can be based anywhere in Australia **About Client** A boutique wealth advisory firm dedicated to improving the financial wellbeing of individuals for now and into the future. Their goal is to help you reach your potential, whether you are just getting started, building your wealth, preparing...

  • Client Service Officer

    4 weeks ago

    Wollongong, Australia NSW Government -Southern HDDSEM Full time

    **Client Service Officer** **Department of Communities and Justice** **Illawarra Shoalhaven and Southern NSW Districts** - **Ongoing Full Time Vacancy - Illawarra Shoalhaven and Southern NSW Districts**: - **Clerk Grade 2/4**: - **Base Salary range $74,803 - $86,539 pa plus superannuation & annual leave loading**: - **Opportunities for learning,...

  • Client Service Officer

    2 weeks ago

    Wollongong City Council, Australia NSW Department of Communities and Justice Full time

    Select how often (in days) to receive an alert: Create Alert Our clients come from all walks of life and so do we. We hire great people from a wide variety of backgrounds, not just because it's the right thing to do, but because it makes our company stronger. Location: Coniston Employment – Ongoing Clerk Grade 2/4, Base Salary range...

  • Client Care Representative

    4 weeks ago

    Wollongong, Australia Sonova Full time

    Wollongong, AustraliaClient Care Representative - Wollongong **Love interacting with people and providing 5-star customer service?** **Want to make a difference in people’s lives?** **Looking for a role with purpose and potential?** - We currently have a great opportunity for a dedicated and hands-on customer service/admin professional at our hearing...

  • Client Support Agent

    4 weeks ago

    Wollongong, Australia Randstad Australia Full time

    Our ClientOur client is a leading Software as a Service (SaaS) provider in the aviation industry, specialising in RemotelyPiloted Aircraft (Drones) and Aerodrome operations. This is an exciting opportunity to join Australia’s leadingaviation compliance and risk management software company that provides innovative solutions tailored tomeet the diverse...

  • Client Administrative Officer

    3 months ago

    Wollongong, Australia Sharp & Carter Full time

    Genuine Temporary to Permanent Opportunity - Join a Large, Well Known Company - Attractive Salary and On-Site Parking, Wollongong Location **The Company** **On a day to day basis, you will be responsible for**: - Manage client accounts and maintain accurate records of payments and transactions - Reconcile inhouse customer/client records against that...

  • Client Support Agent

    2 weeks ago

    Wollongong, New South Wales, Australia Randstad Australia Full time

    Our Client Our client is a top Software as a Service (SaaS) provider in the aviation sector, specialized in Remotely Piloted Aircraft (Drones) and Aerodrome operations. An exciting chance to join the leading aviation compliance and risk management software company in Australia, offering innovative solutions tailored to their clients' needs. This Australian...

  • Client Support Agent

    1 month ago

    Wollongong, New South Wales, Australia Randstad Australia Full time

    Our Client Our client is a top Software as a Service (SaaS) provider in the aviation sector, specialized in Remotely Piloted Aircraft (Drones) and Aerodrome operations. An exciting chance to join the leading aviation compliance and risk management software company in Australia, offering innovative solutions tailored to their clients' needs. This Australian...

  • Client Relationship Officer

    7 days ago

    Wollongong, Australia University of Wollongong Full time

    Library - Permanent/continuing, full-time appointment - Level 3/4: $58,817 + $74,979 + 17% Superannuation The Thriving Digital Library is essential for the accessibility, dissemination, use, creative engagement and management of information aligned to the UOW’s mission and purpose. Our commitment to the success of UOW staff and students is a hallmark of...

  • Disability Services Manager

    2 weeks ago

    Wollongong, Australia Enable Ability Full time

    Enable Ability is looking for a full time Disability Services Manager to join their team in Wollongong. This is a great opportunity where hard work will be rewarded. Being a part of our team means supporting all clients with services that meet individual needs, empowering clients to pursue their own goals and making a difference in their lives. The position...

  • Administration Officer

    3 months ago

    Wollongong, Australia Service Stream Full time

    Description Summary A new opportunity has arisen for an Administrator to join Service Streams passionate NSW team in Wollongong About the Role Service Stream Limited delivers end-to-end engineering and asset management services to leading utility and energy providers across Australia.With a focus on Gas, Water and Wastewater infrastructure...

  • Administration Officer

    2 months ago

    Wollongong, Australia Service Stream Full time

    Primary LocationNSW - WollongongJob Description SummaryA new opportunity has arisen for an Administrator to join Service Streams passionate NSW team in WollongongAbout the RoleService Stream Limited delivers end-to-end engineering and asset management services to leading utility and energy providers across Australia.With a focus on Gas, Water and Wastewater...

  • Administration Officer

    2 weeks ago

    Wollongong, New South Wales, Australia Service Stream Full time

    Primary LocationNSW - WollongongJob Description SummaryA new opportunity has arisen for an Administrator to join Service Streams passionate NSW team in WollongongAbout the RoleService Stream Limited delivers end-to-end engineering and asset management services to leading utility and energy providers across Australia.With a focus on Gas, Water and Wastewater...

  • Service Delivery Manager

    3 weeks ago

    Wollongong, Australia Objective Full time

    At Objective, we create that software that makes a difference. With over 400 people and five development labs spread across Australia, New Zealand, the United States of America and the United Kingdom, Objective is a leading developer of GovTech software. Our people are paramount to driving our continuing success. We recruit the best and brightest people in...

  • Service Delivery Manager

    3 weeks ago

    Wollongong, Australia Objective Corporation Full time

    At Objective, we create that software that makes a difference. With over 400 people and five development labs spread across Australia, New Zealand, the United States of America and the United Kingdom, Objective is a leading developer of GovTech software. Our people are paramount to driving our continuing success. We recruit the best and brightest people in...

  • Client Support Worker

    1 day ago

    Wollongong, Australia St Vincent de Paul Full time

    ABOUT USThe St Vincent de Paul Society is a leading provider of community support services, whose values  it is to shape a more just and compassionate society.  We believe our employees are key to our success and offer Learning and Development programs to enhance and grow your career across a range of teams and services.  Our employees are recognised...