Client Services Coordinator

UniSuper; City of Melbourne; On-site; AUD 80,000 - 110,000; Full time

Benefits offered by this job

Personal development budget

Wellbeing leave

Career growth

Job summary

UniSuper Advice is seeking an Advice Professional to join a collaborative team in Melbourne or Hobart. You’ll support advisers to prepare advice documents, coordinate with external fund providers, and implement recommendations to ensure accuracy and timeliness.

In this role you’ll handle enquiries from members, engage face-to-face when needed, and contribute to a positive, client-focused service culture. A basic understanding of financial planning is expected, with learning and development

Qualifications

• Exposure to financial planning or related areas.
• Basic understanding of the fundamentals of advice.
• Proactive, open to feedback, and motivated to learn.

Responsibilities

• Support advisers with preparing advice documents, applications and client materials
• Implement financial advice recommendations accurately and efficiently
• Liaise with external fund providers and platforms to manage applications and confirm details
• Act as a point of contact for members, including face-to-face interactions
• Maintain and manage client files, records and workflow
• Ensure all work is completed in line with compliance and regulatory standards
• Support general office management and ad hoc administrative tasks alongside day-to-day responsibilities

Skills

Financial planning exposure

Time management

Attention to detail

Communication skills

Client focus

Team player

Job description

• Position based in either Melbourne or Hobart
• Work closely with advisers and gain exposure across the full advice process
• Join a collaborative team where learning and development are genuinely supported

About Us
At UniSuper, we are dedicated to delivering exceptional retirement outcomes for our members. With a long history in the University sector, we are a place where future-mindful Australians come together.

UniSuper Advice is the Home for Advice Professionals. We provide members with trusted advice that supports confident financial decisions, through personal advice, digital solutions, education and strong partnerships with independent financial advisers. Our work is grounded in professionalism, collaboration, and better retirement outcomes for members.

The Opportunity
This role sits at the heart of our Advice function, supporting advisers to deliver high quality outcomes for members. You’ll be hands-on in preparing advice documentation, working with external fund providers, and implementing recommendations to make sure everything lands accurately and on time.

Working closely with a small group of advisers, as well as external stakeholders such as super funds and platforms, you’ll play a key role in keeping things moving and ensuring a seamless experience from recommendation through to implementation.

You’ll also support members with general enquiries, including face-to-face interactions, helping create a positive and approachable experience. This is a varied role that combines coordination, detail-focused work and problem solving, and offers a strong foundation for anyone looking to build their career in financial planning.

Key Responsibilities:

• Support advisers with preparing advice documents, applications and client materials
• Implement financial advice recommendations accurately and efficiently
• Liaise with external fund providers and platforms to manage applications and confirm details
• Act as a point of contact for members, including face-to-face interactions, giving you direct exposure to member engagement
• Maintain and manage client files, records and workflow
• Ensure all work is completed in line with compliance and regulatory standards
• Support general office management and ad hoc administrative tasks alongside day-to-day responsibilities

About You
You’ll bring some exposure to the financial planning industry, or a closely related area such as superannuation, tax or broader financial services, and are looking to build on that foundation. This role would suit someone who has a basic understanding of the fundamentals of advice.

This is a role where attitude and approach matter just as much as experience. You’ll be part of a collaborative, fast-moving environment, supporting advisers and working across a range of stakeholders. We are looking for someone who is proactive, open to feedback and genuinely motivated to learn.

To be successful, you’ll bring:

• Exposure to financial planning, superannuation or financial services
• Strong organisation and time management skills, with the ability to manage competing priorities
• High attention to detail and accuracy in your work
• Clear and confident written and verbal communication skills
• A client-focused approach and commitment to quality outcomes
• A positive, team-oriented mindset with a willingness to learn and develop

What we offer
We believe that the best way to achieve great things is when we come together and collaborate. Therefore, we ask you to be able to commit to 60% of your time in office.

UniSuper's high performance culture is supported by a range of benefits that demonstrate our commitment to ensuring our employees achieve their full potential, thrive, and grow their career with us. These include:

• A personal development budget of $1500 to support employees in their professional growth
• Community, Culture & Wellbeing leave
• Mental physical and financial wellbeing initiatives

At UniSuper, we value and celebrate diversity and inclusion in our workplace, where everybody can thrive. We believe that having a variety of perspectives, backgrounds, interests, abilities, and skills is crucial for delivering great retirement outcomes for 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.