Client Service Officer

Australian Ethical

13h • Hybrid

About The Position

In your new role as a Client Services Officer, you will confidently provide information, support and solutions to our members, advisers and employers in our contact centre. You'll thrive in a fast paced environment, where you can quickly build rapport and trust. You're looking for an opportunity to showcase your exceptional customer service skills in an awesome team environment making a genuine impact everyday. Alternatively, you might also be a graduate looking to kick start your career in investment / funds management. Either way, if you have all or most of the following, we’d love to hear from you:

Requirements

• Customer service experience in the financial services industry, preferably in superannuation / funds management
• Demonstrated customer service experience gained from a contact centre environment, hospitality, or similar
• Strong ability to provide exceptional customer service and resolve issues effectively
• An express interest in the investment management industry
• Demonstrated ability to work well within a team
• Excellent communication skills, with high attention to detail
• A mindset focused on continuous improvement and growth

Nice To Haves

• RG146 certification is highly regarded but not essential

Responsibilities

• Deliver an outstanding customer experience by providing customers with information regarding their superannuation and managed fund products via inbound and outbound phone calls
• Actively manage the customer inbox, to ensure all enquiries are responded to in a timely, and professional manner
• Maintain an in-depth understanding of Australian Ethical’s suite of managed fund and superannuation products and knowledge of legislation, policies, and procedures
• Liaise with our (outsourced) administration providers to ensure excellent service levels at their end are consistently being maintained
• Actively look for opportunities to engage new and existing members, and empower them to take control of their super

Benefits

• A competitive salary, including short-term and long-term incentives including access to an Employee Share Plan
• Hybrid work arrangements
• Wellbeing program that includes an extra 5 days of leave above statutory requirement
• Purpose aligned volunteer days
• 20 days paid annual leave with an additional 3 paid days of annual leave over the Christmas period

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed