Client Services Coordinator

About US
UniSuper is a place for people who want to make a difference in their work and the world. As one of Australia's largest super funds you will join an inclusive team of passionate people focused on creating a great retirement outcome for our members.
You will be empowered to grow your career and contribute from day one in an organisation that supports your mental, physical, and financial wellbeing.
We offer an impressive range of benefits including:

• 3 days over Christmas and 3 days 'Community and Culture' leave allowing you to celebrate and contribute to things that are important to you outside of work
• The opportunity to choose between 17% and 11% superannuation
• $1,500 personal development budget
• Exceptional parental leave

At UniSuper, we value and celebrate diversity and inclusion in our workplace, where everyone can thrive. We believe that having a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes to our members. We invite you to apply for the roles that suit your career aspirations, even if you don't meet all the requirements listed.
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.
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:

• 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

We're passionate about knowledge and sharing it amongst our members and our employees, therefore we believe that a balance of working from home and time in office is the best way to collaborate and build relationships with your colleagues. We ask you to be able to commit to 60% of your time in office.
Think Great. Create Great.