Adviser Services Representative

2 months ago

Melbourne, Australia Australian Unity Full time

**About us**

Established in 1840, we are Australia’s first wellbeing company, delivering health, wealth and care services for our members and the community.

As a social enterprise, we’re motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the Australian community.

For us, Real Wellbeing encompasses the whole experience of life. It’s about feeling supported in your health, connected with your community and empowered to live life on your terms.

**Your New Role Looks Like This**:
In joining as an Adviser Services Representative, you will form part of a small close-knit team tasked with contributing to an exceptional service experience to our advisors within Australian Unity Wealth & Capital Markets.

Reporting directly to the Service Lead, your role will consist of the completion of daily administration and operational tasks that directly impact our advisors. You will also be encouraged to drive improvements with the aim of exceeding customer expectations and making a positive impact to our team.

Key Accountabilities include:

- Delivering excellence in customer service and administrational duties.
- Accurate data entry keying with a zero-error rate using relevant systems
- Assist in gathering information to respond to difficult/technical questions
- Support the Distribution team with internal and external reporting.
- Consistently demonstration of Australian Unity values and way of being

This position operates on a rotating roster between 9:00am - 5:30pm AEST, Monday to Friday. Training will be in office full time, before moving to a hybrid approach, where in office days are Monday - Wednesday.

**What you will deliver**
- Deliver exceptional customer service that consistently meets service level agreements, internal professional standards, and all regulatory requirements.
- Act as a product specialist when providing information to our advisors.
- Investigate and solve any administration problems relating to transaction, adviser fee payments and financial adjustments
- Liaise with other Wealth areas including investment specialists, Business development managers, and administration team

**About You**:
To be successful in this role you will have exceptional communication skills, strong attention to detail and a desire to learn. You will be able to communicate effectively with a wide variety of stakeholders and can drive innovation and creative thought.
- Demonstrate strong Excel and spreadsheet skills including data extraction, preparation of pivot tables and performance reports
- A clear interest and ability to develop a full understanding of the dynamics of financial services markets, future, and international trends
- A strong work ethic and passion for excellence in customer service
- Ability to work within a team environment and navigate a larger business
- Outstanding communication skills: verbal and written and highly competent in building phone-based relationships
- Demonstrated experience in the Australian financial services industry, particularly Investments, Superannuation and Banking would be highly regarded

**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

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