Job Title: OnePath Client Service Consultant
Job Number: AUS007654
Description
ANZ Wealth is a leader within the Australian wealth landscape providing a full range of financial products and services to help customers invest, grow and protect their wealth. With a range of specialist products across our brands such as OnePath, E*TRADE,
ANZ Private, Investment Lending, Advice and Trustees we offer our customers solutions to help them reach their financial and lifestyle goals.
ANZ Wealth is committed to providing our staff with a balanced lifestyle. This includes opportunities for career progression, a comprehensive well being program and a variety of other benefits including social club, salary packaging options, corporate casual dress, international career options and flexible working arrangements.
An opportunity currently exists for a Customer Service Consultant to join the OnePath superannuation and investments team to be responsible for a portfolio of employer superannuation plans, delivering excellent administration and customer service.
Your main responsibilities will include but are not limited to:
- Invoicing employer-paid fees, premiums and relevant administration expenses
- Identifying opportunities for potential streamlining and reduced complexity in fund design, leading to increased profitability
- Making and receiving phone calls and emails to employers and advisers regarding all aspects of corporate superannuation administration, including assistance with online services
- Build relationships with employers (typically payroll contacts) to establish communication channels
- Proactively develop strong relationships with our advisers.
- Be accountable for mandatory member and employer communications (including annual statements) in both accuracy and timely delivery.
- Manage a portfolio of employer superannuation plans within a MasterTrust arrangement, across different products and registry systems and other associated reporting tools
- Liaise with processing teams as required
- Handle payroll, insurance, contribution and benefit design enquiries
- Generate reports and correspondence as required; some automated, some manual
- Identify areas of process improvement, improving customer experience and maximising efficiency
- Develop effective relationships with your colleagues and stakeholders, in particular the Relationship Managers and operations processing teams
- Share knowledge and information with your colleagues
- Encourage and support cross skilling within the immediate team and across the Employer Super teams
- Own your portfolio and be accountable for end to end process and employer experience
- Ensure all work completed is compliant with legislation
- Participate in projects to ensure all requirements are met
- Be vigilant in identifying and escalating incidents, breaches or losses
- Carry out O H & S responsibilities
To secure this exciting opportunity, you will need the following:
- Excellent written and verbal communication skills
- Solid numerical and problem solving skills
- High speed and accurate data entry skills
- Strong attention to detail
- Demonstrated ability to process work requests with a high degree of accuracy
- Previous administrative/office experience
- Knowledge of superannuation or previous superannuation experience (essential)
