Client Services Coordinator
6 days ago
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
"Home for Advice Professionals"
is our bespoke employment value proposition to attract and retain advice talent in a competitive market. This strategy centers around fostering a sense of belonging, understanding, and respect for the critical work performed by our advice professionals and those who support them.
The role
We’re all here to help deliver greater retirement outcomes for our members. This
Adelaide based, 12 month
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 include**:
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
Client relationship skills, strong service ethic
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.
Exceptional parental leave to support employees in balancing their work and family responsibilities.
Mental physical and financial well-being initiatives
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