Client Service Officer

Alerius is a financial paraplanning company dedicated to supporting financial advisors by delivering comprehensive and accurate financial planning services. We combine deep industry expertise with advanced tools to provide high-quality solutions that enable advisors to focus on their client relationships and growing their businesses.

With a commitment to precision and efficiency, we ensure that every financial strategy we help develop is robust, reliable, and tailored to the unique needs of each client. By streamlining the planning process, we contribute to better financial outcomes and peace of mind for advisors and their clients alike.

Alerius is growing rapidly, and we are looking for talented individuals to join our dynamic and innovative team.

We're seeking a dedicated Client Services Officer who can confidently provide information, support, and solutions to our members, advisers, and employers in our contact centre. This is the perfect opportunity for someone who thrives in a fast-paced environment and can quickly build rapport and trust.

• Delivering 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.
• Maintaining an in-depth understanding of Australian Ethical’s suite of managed fund and superannuation products and knowledge of legislation, policies, and procedures.
• Liaising 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.

Required qualifications / experience:

• Proven customer service experience, preferably in the financial services or superannuation industry.
• Demonstrated customer service experience, ideally gained from a contact centre environment, hospitality, or similar.
• Strong ability to provide exceptional customer service and resolve issues effectively.
• Demonstrated ability to work well within a team.
• Excellent communication skills, with high attention to detail.
• A mindset focused on continuous improvement and growth.

Preferred qualifications/bonus:

• RG146 certification is highly regarded but not essential.

• Flexible work hours, with the option to start later/earlier and finish later/earlier.
• Team and individual rewards if targets are met.
• Competitive salary and bonus scheme.
• Paid day off for your birthday.
• Employee well-being program.
• Young dynamic team.
• Strong support and mentorship from leaders within the business.

• Please complete the form and submit your CV.
• Alerius is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, sex, gender, sexual orientation, age, color, religion, national origin, protected veteran status or on the basis of disability.
• Alerius is a great place to work. Unfortunately, being a coveted workplace means we are vulnerable to recruitment phishing scams. We urge all job seekers and candidates to be wary of potential scams. Most of these have individuals posing as representatives of prominent companies, including Alerius, with the aim of obtaining personal, sensitive, or financial information from applicants. These scams prey upon an individual’s desire to obtain a job and can sometimes “feel” like a genuine recruitment process. Some red flags are identified below. Should you encounter a recruitment process that claims to be for Alerius but is not consistent with the below, please do not provide any personal or financial information.
• Legitimate Alerius recruitment processes include communication with candidates through recognized professional networks, such as LinkedIn.
• Communication is always through an official Alerius email address (from the @alerius.io domain), over the phone or though our applicant tracking system (Greenhouse).
• The Alerius talent team do use platforms such as LinkedIn and Job Teaser, however if you have any concern or doubt about this contact, please ask for them to send an email from @alerius.io.
• The Alerius talent team will not solicit personal data from candidates during the application phase including, but not limited to, date of birth, social security numbers, or bank account information.
• Legitimate Alerius interviews may be conducted over the phone, in person, or via an approved enterprise videoconferencing service (Google Meets). They will not occur via Signal, Telegram or Messenger.
• Alerius offers of employment are based on merit and only extended once a candidate has interviewed with members of the talent and hiring team. Offers will be extended both verbally and in written format.