Superannuation Specialist

4 weeks ago

Melbourne, Australia Commonwealth Superannuation Corporation (CSC) Full time

Posted: 05/05/2023

Closing Date: 21/05/2023

**Job Type**: Permanent - Full Time

Location: Melbourne

Job Category: Insurance & Superannuation

**CSC is the trusted Superannuation fund for current and former Australian Government and Australian Government Defence Force employees serving our customers with our proud history for 100 years.**

CSC is a superannuation fund with approximately $60 billion in funds under management.
CSC is a progressive future focused employer with a drive to make a difference in the retirement outcomes for our customers.
Our purpose is to build, support and protect better retirement outcomes for all our customers. Our mission is to be the trusted and valued partner who achieves long-term investment objectives, guides informed retirement decisions, and gives our customers peace of mind that their futures are in safe hands.

**The drive to make a difference.**

Every day, CSC makes a real difference by guiding our customers to make the right choices, and to feel confident about their financial wellbeing. Through our world-leading investment strategies, we are always growing and improving. That means creating an environment where each and every one of us has the opportunity to strive together for excellence.

**The Team**

The Financial Planning team is responsible for the provision of tailored advice solutions for our CSC members. We collaborate closely within the team, sharing best practices and improving member experiences, enabling members to make better-informed decisions. We help them understand complex Superannuation strategies, and our fee for service Financial Planners provide comprehensive financial strategies and personal advice.

Our aim is to provide the most appropriate service to our members to help them succeed on their financial journey.

**Your new role**

We’re looking for people who have a real drive to make a difference—for our members, for each other, and for CSC.

We are seeking **Superannuation Specialists** who are self-motivated, team orientated and have a customer-centric way of doing business. As a primary point of contact for customers, you will identify their needs and book appropriate appointments including guided general advice, CSC financial Advice, Education Seminars or one on one consults.

The purpose of the role is to engage and educate customers through guided general financial advice via phone or online platforms (WebEx). This will enable our customers to better understand their superannuation needs, build confidence in CSC’s schemes to ensure they are retirement ready. During each session, you will communicate financial concepts in simple and easy to understand language and assist customers with using CSC’s online capabilities, retirement projection tools and other calculators and explaining how they may benefit from them.

Your participation in continuous improvement initiatives will be used to enhance the way we communicate and provide key information to our customers to ensure their ‘best financial interests’ are able to be met.

**Desired Skills and Experience**:
**What you’ll need to excel**
- Current RG146 (Superannuation) qualification with relevant hours
- 1-3 years’ experience in face to face customer service or contact centre in a superannuation or financial services environment
- Self-motivated and passionate about providing a great customer experience
- Ability to communicate accurately and tailor a message to a broad range of individuals
- Achieve team and individual SLA’s to deliver timely service to customers
- Demonstrated ability to solve problems and interpret data in different situations
- Excellent interpersonal and relationship building skills with a results orientated approach to work

**What you’ll get in return**

Opportunities to gain the skills, experience, and development you need to enjoy a fulfilling career.
You will have engaging and meaningful work in an environment where you have the opportunity to contribute to our members retirement journey and make a difference every day to the lives of others.** **You will have access to work from our contemporary, collaborative and sustainable workspaces in Canberra and Sydney.
- Flexibility with working remotely (all locations across Aus considered)
- Brand new role - this is an opportunity to influence the process and define how you would like to develop the long term outcomes
- Join a supportive team culture, led by managers who genuinely care about the team
- Training delivered by various teams to ensure you will have the tools and knowledge required for success

**Be Super appreciated**
- Access to flexible working arrangements
- Multi award winning health and wellbeing strategy SuperYou
- Learn from experienced professionals
- Great people to work with
- Work that makes a real difference to our members' lives
- investment in your learning and development
- Access to study leave and financial assistance for tertiary education
- Competitive remuner

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