Client Service Officer

Australian Ethical is one of Australia’s fastest-growing super fund and ethical investment managers. We are ASX-listed with over $14 billion in funds under management and offer a selection of award-winning managed funds and superannuation products.

Our purpose is to invest for a better world, and we have been pioneers in this space for almost 40 years. For us, investing has two aims – generating solid financial returns and a positive impact for people, planet, and animals. At Australian Ethical, we prove that money can be a force for good. We do this by staying true to our purpose, which is embedded throughout our organisation and drives our everyday activities as a business, investor, brand, employer, and corporate citizen. We’re a registered B Corp and fully committed to an inclusive, equitable and forward-thinking workplace culture.

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.

·       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

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:

·          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

·       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

Want to know more about what it's like to work at Australian Ethical? Check out our LinkedIn Life Page here: https://www.linkedin.com/company/australian-ethical-investment/life/ or our Careers and Culture page here:  https://www.australianethical.com.au/work-with-us/

At Australian Ethical we embrace diversity in our people and thinking. We are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status. 

If this role interests you and you'd love to join the Australian Ethical team, apply here. We look forward to hearing from you!

Only short-listed candidates will be contacted. Applications or approaches via recruitment agencies will not be accepted for this position. Background checks will be conducted for the successful candidate, as per our regulatory requirements as a financial services organisation