Adviser Services Representative

5 months ago

Melbourne, Australia Australian Unity Full time

**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

**Your New Role Looks Like This**:
We currently have a fantastic opportunity to join the Adviser Services team within our Wealth & Capital Markets platform. Reporting to the Client Services Manager, in this role you will contribute to an exceptional service experience to our Advisers within Australian Unity Wealth & Capital Markets by:

- Delivering excellence in customer service
- Support the Distribution team with internal and external reporting.
- Consistently demonstration of Australian Unity values and way of being

Key responsibilities for the role include:

- Deliver exceptional customer service that consistently meets service level agreements, internal professional standards, and all regulatory requirements.
- Provide high quality and information to financial intermediaries and Joint Ventures both reactively and proactively with support of the BDM’s
- Various administrative duties, including data inputs
- Produce and maintain ongoing internal reporting for our distribution team
- Support the business' CRM (Salesforce) including recording of all customer communications and outcomes and fulfil opportunity pipeline leads
- Provide ongoing support and back up to the Retail team for business development activities
- Investigate and solve any administration problems relating to transaction, commission payments and financial adjustments
- Liaise with other Wealth areas including investment specialists, Joint Ventures, Retail and administration team

**About You**:
To be successful in this role you will have strong commercial acumen, sound judgement and decision-making skills. You will be able to communicate effectively with a wide variety of stakeholders and can drive innovation and creative thought.
- Bachelor's degree in a related field is preferred. RG146 qualification is essential
- 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

**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.

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