Australian Ethical Investment

Client Service Officer

Australian Ethical Investment

full-time

Posted on:

Location Type: Hybrid

Location: Sydney • Australia

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About the role

  • 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

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
  • RG146 certification is highly regarded but not essential
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
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills
customer serviceproblem solvingteamworkcommunicationattention to detailcontinuous improvementgrowth mindset
Certifications
RG146