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Customer Service Consultant

Date:  09-Oct-2021

Sydney, AU, 2000

Employment Type:  Permanent Full Time

Are you an experienced Customer Service professional with knowledge of superannuation? We’d love to hear from you!


  • Join an ASX listed Wealth Management Organisation
  • Be part of a team and culture that values people
  • Excellent opportunity to add value in this influential


IOOF is one of Australia’s leading Wealth Management organisations, undertaking a rapid and exciting transformation. We are a strong and resilient business and despite the current climate, are investing in supporting our people to onboard and connect them remotely. It is in this context that we are looking for


The Role

Reporting to the Customer Service Manager – Premium Employer Services, you will primarily be responsible for the ownership of a portfolio of employer superannuation plans, delivering excellent administration and customer service.


Key Responsibilities:

  • Responding to a range of enquiries from employers about their superannuation plans
  • Identifying opportunities for potential streamlining and reduced complexity in fund design, leading to increased profitability
  • Facilitating plan changes in accordance with Transition Management processes and procedures
  • Liaising with processing teams
  • 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 & maximising efficiency
  • 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 legislative requirements are maintained
  • Be vigilant in identifying and escalating incidents, breaches, or losses
  • Carry out O H & S responsibilities


To Be Successful in This Role You Will Possess:

  • Experience in Superannuation administration desirable
  • Excellent communication skills both written and verbal
  • Strong decision making and problem-solving abilities
  • Proficiency in Word, PowerPoint, Excel and Outlook
  • High attention to detail and accuracy
  • Solid relationship and stakeholder management skills
  • Commitment to delivering exceptional customer service
  • Results oriented and proactive
  • Exercises sound judgment



  • In return, we offer development opportunities at an ASX top 200 company
  • A professional, supportive and friendly culture
  • A range of corporate and lifestyle benefits


The Business

IOOF is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The IOOF group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services. We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:IFL).


To Apply

Please submit your resume with a covering letter by clicking on "Apply Now".


Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.


Please note that applications from agencies will not be considered at this time.


IOOF is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request.


Given IOOF is currently undergoing an Organisational Design process, please be aware that it is anticipated that organisational change will occur.

Apply now »