Investor Services Representative
2 weeks ago
Create AlertSelect how often (in days) to receive an alert:We want to be the most trusted wellbeing company in Australia, and this means our focus on wellbeing starts with our people.
At Australian Unity We're for real wellbeing. For us, real wellbeing means so much more than physical health. It's about your standard of living, your personal relationships and being connected to your community.
It's about what you want to achieve in life, while having the security to get out and do what makes you happy.
We're bold, warm and honest. We make a real difference to people's wellbeing.An exciting opportunity has arisen for an Investor Services Representative to join our Wealth team located at our Melbourne head office.
Reporting to the Client Services Manager, you will become part of a small close-knit team, performing your role will consist of receiving daily inbound calls and making some outbound calls when required, completion of daily administration and operational tasks.
You will also be proactive in managing the client expectations and turnaround times. While working within a high performing team to achieve excellence in service delivery.What you will doDelivering excellence in customer service, connecting with customers through empathic listening, asking open questions to provide a platform for customers to engage and delivering a humanistic two-way conversationAnticipate customer needs, consistently provide a service standard that makes it easy for the customerAssist in gathering information to respond to difficult/technical questionsAdhere work rostersEstablish and maintain technical knowledge of the Australian Unity Wealth product suite both current and legacy to the extent that these can be processed without errorLiaise with other areas in the Wealth & Capital Markets that require assistance on the Life & Super ProductsThis position operates on a rotating roster between 8:30-5:30pm AEST, Monday to Friday.
What we are looking forDemonstrated experience in the Australian financial services industry in a customer service roleSome understanding of legal, compliance structures impacting investors such as Anti Money Laundering; FATCA; Automatic Exchange of Information GuidanceStrong data entry skills coupled with attention to detailA strong work ethic and passion for excellence in customer serviceAbility to work within a team environment and navigate a larger businessYou will enjoy a range of great employee benefits and rewards including:Competitive Remuneration and variable bonusA range of attractive product and service discounts from Australian Unity's Retail and Wealth Management portfolio – including health insurance and banking productsFlexible Working Arrangements including Work-From-Home days with a real work-life balanceAvailable access to LinkedIn Learning courses through our great Learning platformAdditional paid Wellbeing and Volunteer leave days yearlyWhere to from here?Please contact Richard Maher, Talent Acquisition Practice Lead, for a confidential discussion or more details – Unity is an Equal Opportunity Employer, and we encourage applications from all members of the community, including people of Aboriginal and Torres strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.
#J-18808-Ljbffr-
Investor Services Representative
1 week ago
Melbourne, Victoria, Australia Australian Unity Capital Management Limited Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: We want to be the most trusted wellbeing company in Australia, and this means our focus on wellbeing starts with our people.We support our employees Real Wellbeing so that they can better support our members'...
-
Investor Services Representative
2 weeks ago
Melbourne, Victoria, Australia Australian Unity Capital Management Limited Full timePress Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Select how often (in days) to receive an alert: We want to be the most trusted wellbeing company in Australia, and this means our focus on wellbeing starts with our people. We support our employees Real Wellbeing so that they can better support our...
-
Investor Services Officer
1 week ago
Melbourne, Victoria, Australia netwealth Full timeJob Category: Banking and Financial Services,Insurance & Superannuation About NetwealthNetwealth is a fast-growing fintech company, delivering market leading products with an award-winning and innovative wealth management platform. We are on a mission to enable people to see wealth differently and discover a brighter future, not just for our clients, but...
-
Investor Services Officer
2 weeks ago
Melbourne, Victoria, Australia Netwealth Full timeJob Category: Banking and Financial Services, Insurance & Superannuation About Netwealth Netwealth is a fast-growing fintech company, delivering market leading products with an award-winning and innovative wealth management platform.We are on a mission to enable people to see wealth differently and discover a brighter future, not just for our clients, but...
-
Investor Services Officer
2 weeks ago
Melbourne, Victoria, Australia Netwealth Full timeAbout Netwealth Netwealth is a fast-growing fintech company, delivering market leading products with an award-winning and innovative wealth management platform. We are on a mission to enable people to see wealth differently and discover a brighter future, not just for our clients, but also for our people. Founded in 1999, with an entrepreneurial spirit, we...
-
Investor Services Officer
2 weeks ago
Melbourne, Victoria, Australia netwealth Full timeNetwealth is a fast-growing fintech company, delivering market leading products with an award-winning and innovative wealth management platform. We are on a mission to enable people to see wealth differently and discover a brighter future, not just for our clients, but also for our people.Founded in 1999, with an entrepreneurial spirit, we are one of the...
-
Investor Relations Manager
2 weeks ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeMelbourne- Ancillary Areas- PermanentOur client is a leading non-bank lender and alternative asset manager looking for an Investor Relations Manager to join their Melbourne team.You will be part of a small national team who are creating awareness to Australian investors about investment opportunities in private/non-bank real estate debt.You will be tasked...
-
Investor Relations Manager
2 weeks ago
Melbourne, Victoria, Australia Aussie Broadband Full timeAt Aussie Broadband, we're here to change the game As our Investor Relations Manager, you will play a crucial role in shaping the future of Aussie Broadband's Investor Relations function.In this leadership position, you will work closely with executive management and key stakeholders to boost shareholder engagement, improve the quality of disclosures, and...
-
Investor Relations Manager
1 week ago
Melbourne, Victoria, Australia Aussie Broadband Full timeAt Aussie Broadband, we're here to change the game As our Investor Relations Manager, you will play a crucial role in shaping the future of Aussie Broadband's Investor Relations function. In this leadership position, you will work closely with executive management and key stakeholders to boost shareholder engagement, improve the quality of disclosures, and...
-
Investor Relations Manager
1 week ago
Melbourne, Victoria, Australia Aussie Broadband Full timeAt Aussie Broadband, we're here to change the game As our Investor Relations Manager, you will play a crucial role in shaping the future of Aussie Broadband's Investor Relations function. In this leadership position, you will work closely with executive management and key stakeholders to boost shareholder engagement, improve the quality of disclosures, and...
-
Investor Relations
1 week ago
Melbourne, Victoria, Australia Kaizen Recruitment Full timeLeading institutional financial services organisation | Melbourne CBD Inclusive, collaborative and flexible environment Multifaceted role in sustainability and investor relations | Permanent roleAbout the CompanyOur client are a central financial authority and providing clients with the highest quality transactional and advisory services.This role involves...
-
Sr. Director Investor Relations
2 weeks ago
Melbourne, Victoria, Australia Farm Credit Services Full timeWho we are: Farm Credit Bank of Texas is a $37.3 billion wholesale bank that has been financing agriculture and rural America for over 100 years.Headquartered in Austin, Texas, we provide funding and services to rural lending associations in five states, and we are active in the nation's capital markets.While you may not be familiar with our name, Farm...
-
Investor Relations Manager
1 week ago
Melbourne, Victoria, Australia Aussie Broadband Full timeTelecommunications (Information & Communication Technology) At Aussie Broadband, we're here to change the game As our Investor Relations Manager, you will play a crucial role in shaping the future of Aussie Broadband's Investor Relations function. In this leadership position, you will work closely with executive management and key stakeholders to boost...
-
Investor Engagement Coordinator
2 weeks ago
Melbourne, Victoria, Australia TQSolutions Full timeFor 27 years, ISPT has invested in property, developing and creating vibrant, meaningful places for people to work, shop and enjoy. We are committed to supporting Australians in retirement and creating sustainable communities. Our purpose is to develop and grow together to create a better future for all.At ISPT, we have over $21B in funds under management...
-
Investor Relations Manager
1 week ago
Melbourne, Victoria, Australia Property Exchange Australia Limited Full timeHi, we're PEXA We know you'll Google us before applying, so we'll keep this brief. Every time a house is bought, sold or refinanced in Australia your lawyer, conveyancer and lender will most likely use a digital platform to settle your property, this is where we come in. PEXA's worldfirst digital settlement platform has revolutionised the way we exchange...
-
Customer Service Representative
1 week ago
Melbourne, Victoria, Australia The Services Company Full timeLeading electronic payment technology company, who have been providing payment solutions for more than 30 years, are looking for an energetic Customer Service representative to join their fast paced, fun, collaborative and close knit team.Join a team of dedicated Customer Service Representatives assisting a number of banks and retail outlets with the upgrade...
-
Customer Service Representative
2 weeks ago
Melbourne, Victoria, Australia Labourpower Recruitment Services Full timePURPOSE OF THE JOB:The Customer Service Representative is a key member of the Customer Service team who will provide end to end key account management to our internal and external customers.This is a largely autonomous role designed for a self-motivated individual who will go above and beyond to ensure our customers have experienced the highest standard of...
-
Service Delivery Representative
1 week ago
Melbourne, Victoria, Australia Labourpower Recruitment Services Full timeBased at Tullamarine, the Service Delivery Representative is a key member of the Service Delivery Team and is responsible for delivering improvements in customer service through effective resolution of escalated customer issues. The Service Delivery Coordinator is responsible for generating new business and customer retention by resolving repeated service...
-
Investor Services
1 week ago
Melbourne, Victoria, Australia Mecca Recruitment Group Full timeHybrid Model - 3 in Office, 2 from Home Central CBD Location Unlock a promising futureWho will you be working for:Our client, a leading player in the Wealth Management industry, is renowned for delivering exceptional results and service to their esteemed clientele. With an impressive track record of achievements, they are truly at the forefront of the...
-
Client Services Manager
1 week ago
Melbourne, Victoria, Australia Anton Murray Consulting Full timeMelbourne- Ancillary Areas- PermanentOur client is a well-established and growing financial services/registry business looking for a hands on Client Services Manager to join their team.The Client Services Manager will manage the delivery of the day-to-day administration of unit trusts/funds whilst developing and maintaining a strong business relationship...
