Superannuation Specialist

Posted: 01/11/2024

Closing Date: 15/11/2024

**Job Type**: Permanent - Full Time

Location: Sydney

Job Category: Banking and Financial Services,Insurance & Superannuation

At CSC, we know that it takes all of us working together, united as one, to guide our customers towards their retirement dreams. We’re proud to wear the government crest, and proud to serve those who serve our country.

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 rich customer insights and world-leading investment strategies, we’re 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 drive to make a difference.**

**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 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 such as MS Teams. 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 and up to date RG146 (Superannuation) qualification with relevant hours**:

- 1-3 years’ experience in face to face customer service or contact centre in a superannuation/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
- Ability to use multiple systems and technologies at once

**What you’ll get in return**
- Permanent position
- Flexibility with working remotely (ideal locations are Canberra, Sydney and Melbourne)
- 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
- Benefit from CSC’s commitment to excellence through the core competency framework which underpins all people processes to foster empowerment, continuous development, recognition, and a collaborative culture, ensuring you have the tools and support necessary to thrive and excel in your role.

**How do I apply?**

**Applications close: Friday 15 November, 5:00 pm**

**Please note: Agency submissions will not be considered for this position**

**More about CSC**: