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financial planner jobs near arncliffe nsw

Customer Relationship Manager

NGS Super -
Sydney NSW

Quick Apply

Job Details

Permanent | Full-time
14 days ago

Qualifications

CRM software
Management
Driver Licence

Full Job Description

Introduction:
About us
We are an award winning, national $17B public offer industry fund focused on the education and community sectors. Working for NGS Super means being part of something bigger and working to make a difference to our members and their financial future.

Our people are key to our success, and as we expand, we’re committed to finding and retaining the right talent to take on the journey. As well as a flexible and fun workplace, we offer competitive benefits including additional leave entitlements, personal & professional development and health & wellbeing programs.

Click on the video below to learn more!

The Role
The Customer Relationship Manager is central to delivering an exceptional experience for NGS Super’s employers, members and key stakeholders. In this highly visible, relationship-led role, you’ll bring our customer value proposition to life—driving engagement, retention and growth through meaningful, day-to-day interactions. With a strong focus on building trusted partnerships, you’ll spend most of your time working directly with customers to support their needs and strengthen long-term relationships.

What you’ll do

Build strong, trusted relationships with employers, members and key stakeholders to drive engagement and loyalty.
Deliver tailored education, advice and presentations aligned to customer needs and segments.
Clearly articulate and promote NGS Super’s products, services and customer value proposition.
Manage and grow an allocated employer portfolio, ensuring strong coverage and engagement at employer and member level.
Use data insights to prioritise high-value and at-risk customers and tailor engagement strategies.
Identify and refer new business and growth opportunities as appropriate.
Provide general financial advice and promote intrafund and limited personal advice offerings.
Support employers with tools, services and solutions to ensure an easy and seamless experience with the Fund.
Manage high-value and at-risk relationships through proactive engagement and retention strategies.
Represent NGS Super at events, workplace visits, seminars and webinars.
Resolve member and employer queries, manage onboarding/transfers, and ensure a high-quality customer experience.
Maintain accurate CRM records and ensure all activities comply with regulatory, risk and compliance requirements.

About you
A commercially aware relationship management professional with a background in Superannuation, you will bring the following key skills:

Demonstrated understanding of the importance of customers to an organisation.
Proven inter-personal and presentation skills at industry, member and service provider levels.
Demonstrated superior written communications skills.
Good organisational capabilities including an ability to work autonomously, develop and manage own work plan and setting and meeting deadlines.
Current driver’s licence and be willing to travel to meet the requirements of the role.
RG146 qualification.

The following are nice to have but not essential:

Undergraduate or postgraduate qualifications in business or financial discipline
Certified financial planner
Customer Management Competencies As per Appendix 1

If you’re passionate about creating exceptional customer experiences and want to make a real impact during an exciting growth phase with a truly member-focused Fund, we’d love to hear from you.

We are a super fund that has an exceptional work culture, provides a diverse offering in developing our people and you can be a part of it while earning an attractive remuneration package!

Interested and suitably qualified candidates should submit a copy of their updated CV.

Please note that to be eligible for this role, you are required to have permanent Australian working rights and residency.

We are an equal opportunity employer committed to creating a workplace that values diversity, equity, and respect for all individuals.

Quick Apply

Refine Your Search

financial planner jobs in arncliffe nsw

Customer Relationship Manager

Merchandise Planner, Private Brands

Planning Manager

Proposal Specialist (12 months)

Junior Project Manager

Junior Merchandise Planner

Demand and Supply Planning Manager

Senior Commercial Analyst

Media Planner

Senior Estimator

Senior Development Manager - Residential (End-to-End)

Senior Business Analyst

Project Development Lead

Account Executive

Technical Director – Environment and Planning

EXPERIENCED RESTAURANT / BAR MANAGER

Trade and Pricing Lead, ANZ

Digital Media Planning Specialist

Senior Project Manager

Project Coordinator / Architect

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