Client Service Officer

Aware Super; Parramatta; On-site; AUD 65,000 - 85,000; Full time

Benefits offered by this job

Health & fitness reimbursement

Work from home technology reimbursemen

Salary continuance insurance

Job summary

Aware Super is seeking a Client Service Officer to deliver superior service to Advice clients and members, while supporting Financial Planners with seamless administration. This role is on-site in Parramatta/Sydney CBD with standard hours 8:45 am–5:15 pm, Monday to Friday.

You will be the first point of contact, manage inquiries, and help prepare documentation for processing. Strong communication and detail orientation are essential, with a focus on risk and wellbeing culture.

Qualifications

• Experience in client service or administration, preferably in financial services or advice
• Excellent written and verbal communication with a professional manner
• Strong data entry accuracy and attention to detail

Responsibilities

• Being the first point of contact—welcome visitors, manage calls and inbox inquiries, and build rapport with members and clients
• Managing diaries and appointments for Financial Planners; proactively follow up pipelines and client requests
• Preparing, reviewing and pre-verifying documentation so transactions are complete and ready for processing; liaise with Client Administration Services
• Resolving client queries with clear, factual information; escalate complex or complaint matters appropriately
• Maintaining tidy client-facing spaces and supporting smooth in-office operations

Skills

Client service

Administration

Financial services knowledge

Job description

Your New Role

As a Client Service Officer, you’ll provide superior service to Advice clients, prospective clients and Aware Super members, while keeping Financial Planners moving through seamless administration and operational support.
Please note you will be required to work on-site Monday-Friday in office between the operational hours of 8:45 am- 5:15 pm.

We are recruiting for roles in both our Parramatta office and our Sydney CBD office locations.

Some responsibilities include:

• Being the first point of contact—welcome visitors, manage calls and inbox enquiries, and build rapport with members and clients;
  
• Managing diaries and appointments for Financial Planners; proactively follow up pipelines and client requests;
  
• Preparing, reviewing and pre‑verifying documentation so transactions are complete and ready for processing; liaise with Client Administration Services;
  
• Resolving client queries with clear, factual information; escalate complex or complaint matters appropriately;
  
• Maintaining tidy client‑facing spaces and support smooth in‑office operations; and
  
• Contributing to a strong risk, compliance and wellbeing culture—own your commitments and work safely, every day.

How do you exceed our expectations?

• The idea of being part of our growth is exciting and you want to play a pivotal role in making super simple;
• Proven experience in client service or administration (financial services or advice highly regarded);
  
• Excellent written and verbal communication with a professional phone manner;
  
• Swift, accurate data entry and strong attention to detail;
  
• Proactive problem‑solving and follow‑through, with great time management and teamwork; and
  
• You are balanced in accepting risk in any decision you face. You are curious to understand risk context and choose to speak up as we simplify, learn and grow.

Employee Experience

We understand that not everyone works in the same ways. We value flexibility and know that it helps you manage work and life.

Why you’ll love working at Aware Super:

• Have a super impact: You’ll think big and care deeply to help more Australians live their best lives in retirement.
• Be part of something super unique: You’ll work to reshape super and retirement. We’ll invest in your growth and give you the opportunity to work on career-defining projects.
• Work with super humans: You’ll work hard and innovate, but also have some fun along the way.
• Feel super cared for: We’ll support your wellbeing today, as well as in the future. Enjoy a health & fitness reimbursement, work from home technology reimbursement, salary continuance insurance and organisation-wide meeting free zones.

The Aware Super difference

At Aware Super, we believe that diversity of thought, background and experience creates better outcomes for our members and communities and a stronger sense of belonging for our people. We value a diverse workplace and strongly encourage women, Aboriginal & Torres Strait Islander people, people with cultural and linguistic diversity, LGBTQIA+ individuals, people with disabilities, and mature-age individuals to apply. We are proud to be consistently recognised as an Employer of Choice for Gender Equality and our CEO, Deanne Stewart, is a Pay Equity Ambassador.