Australian Ethical Investment

Customer Care Specialist

Australian Ethical Investment  •  Sydney, AU (Hybrid)  •  29 days ago
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Job Description

About Us
Australian Ethical is one of Australia’s fastest-growing super fund and ethical investment managers. We are ASX-listed with over $13.5 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.

Your New Role

In this 14 month contract role as Customer Care Specialist, you will play a critical role within the Service and Delivery team, overseeing timely and effective complaint resolution in line with legislative requirements. You will also contribute to an enhanced member experience, whilst fostering a culture of continuous improvement.

Key Responsibilities Include:

  • Manage member complaints end-to-end, ensuring fair outcomes and compliance with legislative requirements
  • Support day-to-day service delivery by partnering with outsourced administrators to meet performance metrics and resolve operational issues promptly
  • Provide regular management reporting, including trend analysis and recommendations to optimise service performance and client outcomes
  • Manage incidents and controls, including SuperMatch fraud monitoring, investigation, resolution and summary reporting
  • Understand, assess and implement regulatory and process changes impacting superannuation operations
  • Support the Trustee Office with superannuation operations activities and related administration
  • Optimising operational excellence and the client experience by identifying opportunities and promoting a culture of continuous improvement
  • Contribute to business projects and provide flexible support across the Service & Delivery team, including member servicing via phone, email and digital channels

What we’re looking for

You’re an empathetic customer care professional with experience supporting members across superannuation/managed funds or insurance. You can prioritise requirements, manage high-volume complaints, and deliver fair, compliant solutions.

What you’ll bring:

If you are customer-centric, solutions-focused and have most of the following, we’d love to hear from you:

  • 2+ years’ experience in a client service/complaints role in superannuation/managed funds or insurance.
  • Working knowledge of SIS legislation and the ability to interpret legislative and regulatory requirements
  • Broad understanding of financial services administration systems and processes
  • Sound written and verbal communication, negotiation and problem-solving skills, with a member-first approach to achieving fair outcomes.
  • Proficiency with standard office software and financial management systems, and demonstrated high level understanding and ability to use Microsoft Excel to analyse and interpret data
  • Ability to work independently and collaboratively with team members across varying disciplines, contributing to continuous improvement initiatives.
  • Strong organisational skills to prioritise competing demands and deliver outcomes within tight timeframes
  • Proven experience improving complaint handling and enhancing member experience through quality monitoring, and contact centre capability uplift
  • Relevant qualifications (including RG146) are desirable.
  • Alignment with and demonstration of organisational values – Authenticity, Action, Connection, Curiosity and Empathy

What’s in it for you
• 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.

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

Please note
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

Australian Ethical Investment

About Australian Ethical Investment

A superannuation and investment fund manager with a difference.

We believe that the power of money can be harnessed to deliver both competitive returns and positive change for society and the environment. By investing responsibly in well-managed, ethical companies, this is exactly what we achieve.

We seek out positive investments that support people, quality and sustainability, and we avoid investments that cause unnecessary harm to people, animals, society and the environment.

While we do believe a small group of people can change the world, the opportunity is far bigger than that. The more people that invest ethically, the more significant the positive change we will create. Imagine the impact of all that money invested for good. There’s never been a better time to take control of your own financial wellbeing and the wellbeing of families, communities and the planet.

Ethical and sustainable investing isn’t just a part of what we do. Unlike most of our competitors, it’s everything we do. And while we’ve evolved in many ways since starting in 1986, we have always stayed true to this.

Now, we manage $12.95 billion for more than 130,000 funded customers (managed fund investors and funded superannuation members) as at 30 June 2024.

Disclaimer: Please be aware that this page provides you with general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider its appropriateness to your circumstances. You should consider seeking independent advice from an accredited financial adviser before deciding whether to acquire, or continue to hold, units in the fund or interests in the fund. Although we always do our utmost to uphold accuracy, Australian Ethical does not warrant the accuracy, adequacy or completeness of the information contained in the posts to this page. Past performance is not always a reliable indicator of future performance.

Industry
Finance & Insurance
Company Size
51-200 employees
Headquarters
Sydney, AU
Year Founded
1986
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