Client Service Associate - Superannuation

Summary about this job

Detail information about job Client Service Associate - Superannuation. Terms and conditions vacancy

• End-to-end Adviser Support
• Passion for Client Service
• Trusted Name in Financial Advice

Our Client

They are one of the largest superannuation funds in the state. Their business offers a range of superannuation and retirement advice solutions. The fund is big enough to offer great services and nimble enough to make key decisions quickly. A great culture with no ivory tower in place!

The business has a genuine strong focus on in-house delivery of quality advice to members. The future of advice exists here!

The Role

Supporting the Advice Services team your responsibilities include:

• General administration tasks - phone queries, booking appointments, admin
• Support of the wider team - including financial planners
• Database & Reporting - maintain & review records of advised members
• Second-chair appointments and research

Management is collaborative, engaging and interested in the team. They care about your development.

The Culture

Quality of advice is more important than volume and they are big advocates for in-house education and promotion of staff.
 
People like you, work in this business for its collegiate approach, desire to deliver quality cost-effective advice and reward for service.  

The team is best described as professional, having integrity, are trusted and show empathy to members in what they do. 

About You 

You have demonstrated ability in time management & passion for delivering high customer service standards. You have excellent attention to detail & possess the following:

• Ability to adapt to a changing & evolving environment
• Excellent organisational & communication skills
• Team Player

You care about what you do, enjoy a team environment, are respected to work autonomously as required and desire a work-life balance.  When you're at work, you want to perform the best outcomes you can, develop further and be recognised for effort.



What Next?

You can apply for this role online or, if you prefer to discuss this role in confidence, please contact Ben MacKenzie on 0400302396.

Who is Zanetti Recruitment and Consulting (ZRC)?
A Recruitment and Consulting firm exclusively specialising in services nationally to the Financial Services Industry, a market we are deeply passionate about, have an intimate knowledge of, and over 30 years' experience in. We're a dedicated & knowledgeable resource to represent you.

Our promise to you: We respect your privacy and do not represent you to a prospective employer without your permission. We are 100% committed to achieving the right outcomes for you and clients (we have built our business on it).