Investor Services Representative

2 weeks ago

Melbourne, Australia Australian Unity Full time

**Your New Role Looks Like This**:
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.

Key Responsibilities Include:

- Delivering 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 conversation
- Anticipate customer needs, consistently provide a service standard that makes it easy for the customer
- Assist in gathering information to respond to difficult/technical questions
- Adhere work rosters
- Establish and maintain technical knowledge of the Australian Unity Wealth product suite both current and legacy to the extent that these can be processed without error
- Liaise with other areas in the Wealth & Capital Markets that require assistance on the Life & Super Products

Please note that this position operates on a rotating roster between 8:30-5:30pm AEST, Monday to Friday

**About You**:

- Demonstrated experience in the Australian financial services industry in a customer service role
- Some understanding of legal, compliance structures impacting investors such as Anti Money Laundering; FATCA; Automatic Exchange of Information Guidance
- Strong data entry skills coupled with attention to detail
- A strong work ethic and passion for excellence in customer service
- Ability to work within a team environment and navigate a larger business

**What’s on Offer**:
You will enjoy a range of great employee benefits and rewards including:

- Competitive salary + bonus program
- Enjoy additional yearly Well-Being and Community leave days
- 14-week paid parental leave, with equal benefit for both parents PLUS our Bump to Baby
- Employee Referral Program
- Employee Assistance Program - support and assistance for you and your partner at those times in life when you need it most
- Maxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.
- Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more
- Available access to LinkedIn Learning courses through our great Learning platform

**What Makes Us, Us**

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’ and customers’ wellbeing journey.

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.

  • Pa45252241 Client Solutions Representative

    6 days ago

    Melbourne, Australia SS&C Technologies Full time

    PA45252241 Client Solutions Representative SS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. Named to Fortune 1000 list as top U.S. company based on revenue, SS&C is headquartered in Windsor, Connecticut and has 20,000+ employees in over 90 offices in 35 countries. Some 18,000...

  • Service Delivery Representative

    2 days ago

    Melbourne, Australia Labourpower Recruitment Services Full time

    **Based 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...

  • Sales Representative Service

    3 days ago

    Melbourne, Australia Atlas Copco Australia Pty Ltd Full time

    **Sales Representative Service**: - Functional area: Sales- Country: Australia- City: Melbourne- Company name: Atlas Copco Australia Pty Ltd- Date of posting: Nov 7, 2023Our solutions are a key part of most industries - electronics, medical research, renewable energy, food production, infrastructure and many more. Working with us means working with the...

  • Relationship Manager

    2 days ago

    Melbourne, Australia W Talent Full time

    BANKING & FINANCE FUNDS MANAGEMENT MELBOURNE PERMANENT / FULL TIME **_25/7/2023 _** - Relationship focused funds manager, take a step back from cold sales - Inclusive working environment, great culture and well resourced for support - Salary negotiable and experience dependant - circa $200,000 We are seeking a highly skilled Head of Distribution to oversee...

  • Sales Representative

    2 days ago

    Melbourne, Australia Priority Management Australia Full time

    **Occupation**:_Sales Representative (Educational Services)_ **Job Type**:_Full Time, at least 37.5 hours per week_ **Location**:Melbourne **Supervisor/Manager**:_Operations & Marketing Manager_ Priority Management Australia is a registered training organisation. We are most famous for our Working Smart methodology which maximises results whilst...

  • Client Service Representative

    7 days ago

    Melbourne, Australia Melbourne Veterinary Specialist Centre Full time

    **Job Description**: **Part Time Client Services Representative Wanted!** - Based at Glen Waverley, and Essendon Fields on occasion - Part time role (20 - 30 hours per week) - Minimum 2 years Reception/Client Services experience essential - Experience within the veterinary or health industry highly regarded The Melbourne Veterinary Specialist Centre is a...

  • Driver/Service Representative

    Found in: Talent AU C2 - 2 weeks ago

    Melbourne, Australia Category 5 Labour Management Full time

    Category 5 Labour Management is a dynamic and growth orientated labour hire business, supplying trades, labour and maintenance personnel to various industries. We have a wealth of experience in labour recruitment, human resources and safety management, and we are committed to delivering the best results for our clients and our employees. We are currently...

  • Club Services Representatives

    7 days ago

    East Melbourne, Australia Melbourne Cricket Club Full time

    **Club Services Representatives - Membership **:East Melbourne VIC, AustraliaApply **MCC Club Services Representative - Membership - Utilise your exceptional customer service skills - Work for an iconic organisation on world class events at the ‘G The Melbourne Cricket Club (MCC) manages the Melbourne Cricket Ground (MCG), one of Australia’s greatest...

  • Sales Representative

    6 days ago

    Melbourne, Australia Urban CGI Technologies Pty Ltd Full time

    **This is a Business Development Representative role with Urban CGI Technologies Pty Ltd based in Melbourne, Australia** Our mission is to help our clients discover critical business problems and identify solutions that generate outcomes. Through CGI, we believe we can design cultural, sustainable, and social change. **-- Urban CGI Technologies Pty Ltd...

  • Club Services Representative

    7 days ago

    East Melbourne, Australia Melbourne Cricket Club Full time

    **Club Services Representative - Membership Casual**: East Melbourne VIC, AustraliaApply **CASUAL CUSTOMER SERVICE ROLES - WE ARE HIRING!** (Limited Positions) - Utilise your exceptional customer service skills - Casual position working events and during the week - Work for an iconic organisation on iconic events at the ‘G The Melbourne Cricket Club...

  • Sales Representative

    6 days ago

    Melbourne, Australia JB Hi-Fi Full time

    **SUMMARY** Our company is looking for a sales representative to be responsible for generating leads and meeting sales goals. Duties will include sales presentations and product demonstrations, as well as negotiating contracts with potential clients. In order to be successful in this role, you will need to have a deep understanding of the sales process and...

  • Government Relations Manager, 12-month Contract

    6 days ago

    Melbourne, Australia Vanguard Full time

    To execute Vanguard’s legislative and regulatory priorities in Australia. **About Vanguard** Vanguard Australia has been helping investors achieve their long-term financial goals for over 25 years. Serving financial advisers, retail investors and superannuation members, we offer investment solutions that are low-cost, diversified and robust through...

  • Mobile Customer Service Sales Representative

    6 days ago

    Melbourne, Australia Adecco Full time

    Career progression in global brand - Attractive benefits including bonuses and extra paid leave - Bonus incentive program Adecco is proud to be partnered with a global brand of automotive products and services in their search for a Customer Services Sales Representative to cover the Eastern suburbs of Melbourne. This will be a full-time position (Monday -...

  • Sales Representative

    3 days ago

    Melbourne, Australia Vendito Consulting Full time

    Sector- Building Products - Job type- Full Time - Contact- 0488 825 673- Location- Melbourne - Salary- 100k/year - 120k/year - Reference We are seeking an enthusiastic and driven Sales Representative to join our team in Melbourne, focusing on the Northern City Area. We are a leading manufacturer and supplier of building materials across Australia and New...

  • Sales Representative

    6 days ago

    West Melbourne, Australia KLC Recruitment Full time

    **Sales Representative** We are seeking a dynamic and motivated Sales Representative to join our team and help us in the West Region. This is a fantastic opportunity to be a part of a well-established company with a supportive work culture. - **Full Time | Permanent****: - **Western Melbourne VIC****: - **$80,000 + Superannuation + Car Allowance +...

  • Sales Representative

    1 week ago

    Melbourne, Australia Superior People Recruitment Full time

    Our client is looking for an exceptional Sales Representative as a Commercial & Industrial Energy Consultant. You will play a vital role in building new business portfolio relying on your passion for sales. The ability to close phone-based as well as face-to-face sales is a critical element of this role. It is the expectation you will engage with new...

  • Customer Centre Representative

    Found in: Talent AU C2 - 2 hours ago

    Melbourne, Australia Zone IT Solutions Full time

    We are seeking a Customer Centre Representative.As a Customer Centre Representative, you will be responsible for managing customer accounts, scheduling appointments, and providing effective solutions to meet customer needs. You will work closely with customers,RequirementsTo be successful in this role, you will: - Have proven experience in a fast-paced call...

  • Customer Centre Representative

    Found in: Talent AU C2 - 4 days ago

    Melbourne, Australia Zone IT Solutions Full time

    We are seeking a Customer Centre Representative to join our team. As a Customer Centre Representative, you will be responsible for managing customer accounts, scheduling appointments, and providing effective solutions to meet customer needs. You will work closely with customers,Field Technicians, and other personnel to ensure a positive customer experience....

  • Corporate Services Receptionist

    7 days ago

    Melbourne, Australia JLL Full time

    JLL supports the Whole You, personally and professionally. Job DescriptionShaping the future of real estate for a better world! At JLL, we see a Brighter Way forward for our clients, our people, our planet, and our communities. With over 200 years of real estate experience, we are, and always have been, in continual pursuit of brighter ways of...

  • Graduate Program

    Found in: Talent AU C2 - 2 weeks ago

    Melbourne, Australia Vanguard Full time

    At Vanguard, we make success accessible to everyone. That includes you. By joining our 24-month, rotational Graduate Program with Enterprise Investment Services (EIS) you’ll encounter vast opportunities to learn and grow, making it count for your career and for our investors. About Vanguard At Vanguard, we stand for inclusion, cultivating difference and...