Client Services Coordinator

About UniSuper

UniSuper is focused on helping members achieve strong retirement outcomes. With deep roots in the university sector, it brings together people who think ahead about their future.

UniSuper Advice serves as a hub for advice professionals, supporting members with guidance that helps them make confident financial choices. Its offering includes personal advice, digital support, educational resources, and partnerships with independent financial advisers. The team’s work is built on professionalism, teamwork, and delivering better retirement outcomes.

The Opportunity

This position plays an important part in the Advice function by assisting advisers in delivering quality outcomes for members. The role involves preparing advice materials, coordinating with external fund providers, and putting recommendations into action so tasks are completed correctly and within required timeframes.

You will work closely with a small adviser group and engage with external stakeholders such as superannuation funds and platforms. Your contribution will help ensure a smooth process from advice recommendation through to implementation.

The role also includes supporting members with general queries, including in-person interactions, to create a welcoming and helpful experience. It combines coordination, attention to detail, and problem-solving, while offering a strong entry point for someone wanting to grow in financial planning.

Key Responsibilities

• Assist advisers with the preparation of advice documents, application forms, and client-facing materials
• Carry out financial advice instructions with accuracy and efficiency
• Work with external fund providers and platforms to progress applications and verify details
• Serve as a contact point for members, including face-to-face conversations, supporting member engagement
• Keep client files, records, and workflow systems organised and up to date
• Complete work in accordance with compliance requirements and regulatory obligations
• Provide support with office coordination and other administrative tasks as needed

About You

This role is suited to someone with some exposure to financial planning or a related field such as superannuation, tax, or wider financial services, and who is ready to build on that experience. A working understanding of the basics of advice will be beneficial.

Success in this position depends on attitude as much as experience. You should be comfortable in a collaborative, fast-paced setting, able to support advisers, and confident working with different stakeholders. A proactive mindset, openness to feedback, and a genuine desire to learn are important.

Skills and Attributes

• Exposure to financial planning, superannuation, or financial services
• Strong organisation and prioritisation skills
• Ability to manage multiple tasks and competing deadlines
• High accuracy and attention to detail
• Clear written communication
• Confident verbal communication
• Client service orientation
• Team-first attitude
• Willingness to learn and adapt
• Basic understanding of advice processes

Work Location and Arrangement

This role can be based in Adelaide or Hobart. The position is onsite, and you will be expected to spend 60% of your working time in the office.

Benefits

• Personal development funding of $1,500 to support professional growth
• Community, Culture, and Wellbeing leave
• Initiatives supporting mental, physical, and financial wellbeing

Diversity and Inclusion

UniSuper values a workplace where different perspectives, backgrounds, interests, abilities, and skills are welcomed. The organisation encourages applications from people who are interested in the role, even if they do not meet every listed requirement.

Additional Information

The role is a full-time position. Applicants should be able to commit to an office presence for 60% of their time. The workplace culture emphasises collaboration, learning, and development.

Think Great. Create Great.