Stake Super Onboarding Specialist

Stake is looking for a Stake Super Onboarding Specialist to join our team at our Bondi Junction HQ, with a flexible hybrid working model (3 days in the office, 2 WFH).

We’re an Australian investment platform with a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. We serve a global customer base of 500,000+ investors, with more than A$3 billion in assets under administration.

More than a digital brokerage, Stake is a brand that stands for progress. This is true for our customers as well as our team members. Our working environment is energetic, collaborative and supportive – everyone is encouraged to take ownership and challenged to deliver high-quality execution.

Our internal mantra is ‘never settle’ and we all share an ambition to grow this business. This is your opportunity to join a scaleup rocketing upward to become a robust financial services company.

About this role

As the Stake Super Onboarding Specialist, you will hold a pivotal position within Stake Super, dedicated to curating an exceptional experience for new (and existing) customers. Your primary focus will be in guiding customers along their SMSF journey, from initial discovery to consideration and ultimately establishment (or transfer).

• You will require an adept ability to uncover pain points, break down obstacles and communicate the Stake super value proposition, framing key benefits while tailoring your message for resonance in every interaction
• .As part of this role, you will spend a large majority of your time on the phone (discovery sessions & follow-ups) or writing emails to potential customers of Stake Super.
• Your role will extend beyond individual customer interactions; you'll also be a vital link between our customers and internal stakeholders.

A bit about you

• Experience in Financial Services: You will ideally have experience in a customer-facing role within Financial Services (ideally interacting with complex products). While prior knowledge of SMSFs is advantageous, the ability to learn quickly is essential.
• Highly Adaptable: In a dynamic environment like ours, adaptability is key. You embrace change with enthusiasm, quickly adjusting to evolving priorities and market dynamics. Whether it's mastering new processes or pivoting strategies based on customer feedback, your adaptability ensures you remain agile and effective in achieving desired outcomes.
• Verbal and Written Communication Skills
• Proactive Mindset

At Stake, we value hustle over honours degrees, so we’re more interested in you than your resume. If you believe this is a role you want to jump into head first and be part of our mission, please apply and let us know why in your cover letter!

Benefits of working at Stake

At Stake you’ll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it.

But we also have perks. Not long ago, we proudly introduced new benefits under the Grow with Stake program. Please see the whole list on our Careers website, including:

• $2,500/year professional development allowance
• $1,000/year wellbeing allowance
• Up to 16 weeks of paid parental leave
• Childcare allowance of up to $18,000 in value over 24 months
• Extra paid leave during tough times
• Discretionary performance bonus and talent referral bonus
• Employee Share Options scheme

Stake is an equal opportunity employer that values diversity. We’re proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age or disability status. We’re also endorsed by WORK180 as a great employer for women.

So what happens next?

Once we've received your application, we'll give it the attention it deserves and you'll hear from us either way. We’re a 2024 Circle Back Initiative Employer –which means we’re committed to responding to every applicant. If we think you’d be a good addition to our team, we’ll give you a call and from there, you'll cruise through our recruitment process.

To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes.

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Last updated on Apr 30, 2024