Client Service Coordinator

19 hours ago

Brisbane, Australia UniSuper Full time

**About US**

UniSuper is one of Australia’s largest super funds and is run in the best interests of its members. We look after the retirement savings of more than 450,000 members and have over $100 billion in funds under management. Members enjoy the benefits of low fees, strong long-term performance across various investment options and commitment to sustainable investment.

Come and join the team that works with purpose to empower its members to be confident about their financial future.

**The opportunity**

We’re all here to help deliver greater retirement outcomes for our members. Your 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. This is a permanent role based in Queensland.

**We will count on you to**:

- 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.
- 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:

- Solid 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
- RG146 compliant with a Diploma of Financial Services (Financial Planning) is preferred but not essential

**What US offer**

In a positive, connective and open culture where all roles can flex, you will receive the support that you need to build your own career in a team that is leading change across UniSuper. This includes:

- A personal development plan and yearly funding to support your career goals.
- Competitive salary including a performance incentive and 17% super
- Additional 3 days paid leave over the Christmas period
- Generous well-being program
- Paid volunteer days and flexible working options.

If you feel you have the experience and skills required for this role, please apply

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