Client Services Associate managing Debt Capital Markets operational aspects. Involves transaction management, client interaction, and compliance in a fast - paced environment.
About the role
- Client Services Officer delivering customer service in ethical investment management contact center. Engaging with members and resolving inquiries in a fast-paced environment.
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
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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