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Client Service Officer

2 months ago

Australia Aware Super Full time

About the Role

Aware Super is seeking a highly skilled and customer-focused Client Service Officer to join our team in Parramatta. As a key member of our team, you will provide exceptional administrative support to our Financial Planners, Implementation Specialists, and other internal stakeholders.

Key Responsibilities

  • Ensure daily administration and data entry tasks are completed accurately and on time.
  • Respond to client inquiries in a timely and professional manner.
  • Provide administrative support to our Financial Planners, including Record of Advice (ROAs) and diary management for client appointments.
  • Verify client transaction requests and follow up with clients for any outstanding items before submitting them to our Member Solutions Team for processing.
  • Adhere to our internal procedures and guidelines while working collaboratively with your team to provide support as needed.

Requirements

  • Excellent communication skills and a good phone manner.
  • Strong attention to detail and commitment to outstanding client service.
  • Ability to work on-site Monday-Friday between the operational hours of 8:45 am- 5:15 pm.
  • Passion for interacting with clients face-to-face and assisting them with general queries.
  • Proactive and solution-focused approach to help meet the needs of our clients and members.

What We Offer

  • A supportive and collaborative work environment.
  • Opportunities for career growth and development.
  • A competitive salary and benefits package.
  • A recognition and reward program for outstanding performance.