Client Service Officer, 155 Clarence Street

Client Service Officer, 155 Clarence Street

About us

First State Super was established in 1992 and today, following an integration with StatePlus, we are Australia's largest member owned superannuation and advice fund with more than 780,000 members. We are the custodians of a combined superannuation and retirement savings asset pool of over $100 billion.

Our head office is in Sydney, and we have offices throughout NSW, Victoria, the ACT, Queensland and Western Australia. We have more than 1,100 employees servicing the needs of our members and employers.

As a public offer fund, we are open to anyone. We are a 'profit for member' fund, which means any surplus or profit we generate are used to improve the range and quality of services we provide to members.

The majority of our members are employed in the public sector, education, health and community services, police and emergency services.

Our guiding philosophy is 'members first'. This means our members are always our top priority when we are evaluating new product and service initiatives. Our members really are at the heart of everything we do.

First State Super has been granted the Employer Choice for Gender Equality (EOCGE) citation for 2019. This is the third year in a row we have received this citation, which is a clear representation of our commitment to gender equality in our business.

About the Opportunity

We are looking for an experienced and passionate Client Service Officer to join our 155 Clarence Street team on a permanent basis.

Reporting to the Client Service Manager, you will be responsible for providing superior service to members and prospective clients, as well as supporting Financial Planners in the administration and operational requirements.

Key Tasks and Responsibilities

  • As a Client Service Officer, your daily tasks may include:
  • Assisting with the management of Financial Planners diaries, including arranging member appointments
  • Ensuring any information provided to the client is factual;
  • Partnering with Financial Planners to support them in achieving goals and targets;
  • Ensuring files and documentation are prepared for Financial Planners prior to member/client meetings;
  • Remaining abreast of developments within the financial planning industry;
  • Ensuring compliance breaches are identified in a timely manner and escalated where appropriate;
  • Coordinating and carrying out daily administration and data entry, ensuring these tasks are completed in a timely manner;
  • Responding to client inquiries, in person, by phone and through written correspondence; and
  • Ensuring the data entry system remains updated and accurate.

About You

You will be a highly organised and driven professional, with a passion for providing outstanding customer service. You will have a proven ability to multi-task and prioritise work items to maximise your time whilst also delivering an outstanding service to internal stakeholders and our members.

In addition, you will also have:

  • Experience in a similar role within insurance/financial services with experience in superannuation being highly desirable;
  • Excellent written and verbal communication skills;
  • Commitment to outstanding client service;
  • Demonstrated understanding of Microsoft Office Products (Word, Excel and PowerPoint);
  • High level of attention to detail;
  • RG146 (desirable);
  • Proactive approach to meeting members’ needs and requirements; and
  • Excellent phone manner.

Your reward

  • Work for a great organisation with industry-leading employee engagement policies and practices
  • Highly engaged and energetic team
  • Great opportunity to partner with our Financial Planners and Members

If you're passionate about providing exceptional customer service, we want to hear from you. Apply now!

Applicants must have the right to work in Australia and will be subject to police and bankruptcy checks.