Client Liaison Manager

1 month 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**:
The primary objective of this role is to provide professional and dedicated support to the Business Development Team within the rapidly expanding Trustee division. The role emphasizes maintaining strong relationships with legal referral partners and clients, supporting the growth of the will bank, managing leads, preparing sales reports, drafting court document templates and assisting with client onboarding. Additionally, the role involves working directly with clients to facilitate the retrieval of wills from our will bank.

This position reports directly to the Head of Partnerships, Trustees, and will collaborate closely with the National Manager - Legal Partnerships, Senior Relationship Manager, and other internal stakeholders, including the Trusts and Estates team and Marketing.

The role will be carried out with a client-first approach, ensuring financial responsibility, strategic alignment, and adherence to Australian Unity’s brand and values, while driving progressive initiatives.

**Key Responsibilities**:

- Serve as the first point of contact for new business enquiries and provide additional support to the broader team by handling overflow from the 1800 general enquiries line.
- Draft fee proposals, funds management reports and court documents for prospective clients.
- Manage and maintain the New Business Submissions folder, individual client folders, and all associated templates.
- Oversee and enhance the onboarding process for PI clients, ensuring continuous improvements to the handover process for Client Managers.
- Ensure the accuracy and completeness of client data in Salesforce.
- Track and manage all leads and client interactions.
- Manage each new client file, ensuring all necessary documentation is collected, filed, and completed to facilitate the setup of new client accounts.
- Manage all new external will enquiries.

**About You**:

- Experience within the Legal and/or financial services industry within a support role (experience in trustee services is desired).
- Excellent knowledge of Microsoft suite (Outlook, Word, Excel, PowerPoint)
- Proficient in Salesforce (preferred not essential).
- Highly organised with the ability to act quickly, manage and prioritise multiple deadlines
- Excellent verbal and written communication skills
- Excellent attention to detail
- Ability to work unsupervised or in a team environment as required.
- Strong client service focus

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

- Competitive salary
- Enjoy additional yearly Well-Being and Community leave days
- 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

  • Client Relationship Manager

    2 weeks ago

    Melbourne, Victoria, Australia Client Full time

    Role OverviewThe Client Director will be a key point of contact for our clients, driving successful relationships and results-driven teams.Key ResponsibilitiesDevelop strong communication strategies across all channelsManage client relationships and deliver high-quality outputsLead and collaborate with cross-functional teams to achieve business...

  • Strategic Client Partnerships Director Melbourne Role

    1 week ago

    Melbourne, Victoria, Australia Client Full time

    Role OverviewThe Client Director will be a key point of contact for our clients, developing strong communication strategies across all channels. This role drives and leads successful client relationships and results-driven teams, bringing together the right people to deliver high-quality outputs end-to-end.ResponsibilitiesManage client relationships and...

  • Senior Client Liaison Manager

    3 weeks ago

    Melbourne, Victoria, Australia Jellyfish Full time

    About the Role at JellyfishThis is an exciting opportunity to join a leading digital marketing agency in Australia as a Senior Client Liaison Manager. You will play a crucial role in overseeing the growth of existing client accounts, implementing policies and workflows that align with the best interests of the client and agency alike.As a key member of the...

  • Client Liaison Officer

    7 months ago

    Melbourne, Australia Becks Wiggins Stokes Full time

    Opportunity to join a leading provider of high-quality aged care - Rewarding position, first point of contact for clients - Competitive $$ and salary packaging on offer Our client is seeking a dedicated and compassionate Client Liaison Officer to join their team based in the south east. As a Client Liaison Officer, you will play a crucial role in delivering...

  • Client Liaison Officer

    2 months ago

    Melbourne, Australia Court Services Victoria Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Court Services Victoria **Salary**: $95,102 - $107,905 Occupation: Community Services Reference: VG/SC1020D - Join Funds in Court (FIC), a self-funded division of the Court, whereby all funds paid into Court are held, invested, and administered by the Senior Master, who is an Associate Judge -...

  • Client Liaison Officer

    2 months ago

    Melbourne City Centre, Australia Court Services Victoria Full time

    **About Us** The Supreme Court of Victoria is the highest court in Victoria and comprises the Court of Appeal and the Trial Division. The Court deals with major criminal and civil matters, plus appeals against decisions of lower courts. The Supreme Court of Victoria recognises that its people are integral to its ability to meet and exceed community...

  • Pathology Collector/client Service Liaison

    10 hours ago

    Melbourne, Australia Altius Group Full time

    Varied role - no two days are the same - Join a team that knows how to have fun - Training and ongoing support from a fantastic management team **Join Our Fun and Dynamic Team at Executive Health Solutions!** Are you a motivated and well-presented individual looking for an exciting dual role? Look no further! Executive Health Solutions, the leading provider...

  • Client Liaison Officer, Funds in Court, Supreme

    3 months ago

    Melbourne, Australia Supreme Court Full time

    Location: Melbourne | CBD Job type: Full time / Ongoing Organisation: Supreme Court **Salary**: $95,102 - $107,905 Occupation: Community Services Reference: VG/SC1020C - The Client Liaison Officer [CLO] is a member of Client Services and is responsible for providing high quality customer service and investigating matters relevant to persons with a...

  • Client Liaison Officer

    7 months ago

    Melbourne, Australia Austcorp Executive Full time

    Market leading and highly competitive annual salary package on offer - A great company culture that promotes work-life balance - Flexibility **The Company & Role**: A Victorian based domestic builder who specializes in the design, construction, and delivery of a wide range of home building projects, along with a vast array of individual new home builds...

  • Industry Liaison Manager

    7 months ago

    Melbourne City Centre, Australia HAYS Full time

    Industry Liaison Manager **Your new company** SkillsEQuipped is a not-for-profit, industry-led Jobs and Skills Council (JSC) representing the Retail, Personal Services, Hospitality, Tourism & Travel and The Arts sectors. SkillsEQuipped is one of the largest of the JSC's, collectively representing customer experience industries which are essential drivers...

  • Patient Liaison Officer

    2 days ago

    Melbourne, Australia The Royal Melbourne Hospital Full time

    -Location: Melbourne | Northern Metropolitan Job type: Full time, Part time Organisation: The Royal Melbourne Hospital Salary: Salary not specified Occupation: Accounting, Administration/Secretarial, Finance, Human Resources Reference: 69929 **PATIENT LIAISON OFFICER** - ** Fast paced Customer Service role in busy Public Hospital setting**: - **Help drive...

  • Client Liaison Officer, Funds in Court, Supreme

    7 months ago

    Melbourne, Australia Supreme Court Full time

    Location: Melbourne | CBD Job type: Full time Organisation: Supreme Court **Salary**: $92,332 - $104,762 Occupation: Community Services Reference: VG/SC1020A - The Client Liaison Officer [CLO] is a member of Client Services and is responsible for providing high quality customer service and investigating matters relevant to persons with a disability -...

  • Client Liaison Officer, Funds in Court, Supreme

    7 months ago

    Melbourne, Australia Supreme Court Full time

    Location: Melbourne | CBD Job type: Full time / Ongoing Organisation: Supreme Court **Salary**: $92,332 - $104,762 Occupation: Community Services Reference: VG/SC1020B - The Client Liaison Officer [CLO] is a member of Client Services and is responsible for providing high quality customer service and investigating matters relevant to persons with a...

  • Client Liaison Specialist

    2 months ago

    Melbourne, Victoria, Australia Aon Full time

    Aon is seeking an experienced Client Executive to join our team in the Non-Profit sector. This role offers a unique opportunity to work with a tight-knit group and make a real impact in the community.Key Responsibilities:Manage client relationships, ensuring exceptional service and resolution of queries.Identify new business opportunities and contribute to...

  • Consumer Liaison Manager

    2 weeks ago

    Melbourne, Australia The Royal Melbourne Hospital Full time

    -Location: Melbourne | Northern Metropolitan Job type: Full time Organisation: The Royal Melbourne Hospital Salary: Salary not specified Occupation: Administration/Secretarial, Health and Allied Health, Research, Family Violence Workers, Medical, Nursing Reference: 67265 **Consumer Liaison Manager** - Join our friendly Community Engagement and Patient...

  • Consumer Liaison

    7 months ago

    Melbourne, Australia The Royal Women's Hospital Full time

    Location: Melbourne | Northern Metropolitan Job type: Not provided Organisation: The Royal Women's Hospital **Salary**: Salary not specified Occupation: Administration/Secretarial, Communications, Marketing and Media, Facilities Management, Finance, Health and Allied Health, Human Resources, IT and Telecommunications, Information Management, Medical,...

  • Client Service Manager

    6 days ago

    Melbourne, Australia 365 Facilities Management Full time

    365FM Full time Melbourne VIC, Metro VIC Posted 5 months ago Job description 365 Facilities Management great opportunity for a Client Services Manager to join our team to oversee contracts. The primary responsibility of the Client Services Manager (CSM) will be to maintain and manage the relationships with the Client and team members on our client...

  • Client Liaison Officer

    1 week ago

    Melbourne, Australia Hudson Australia Full time

    Organisation dedicated to providing reliable forensic services of the highest quality to the Victorian justice system and community. **Key Skills and Qualifications**: - Ability to work effectively in a team environment - Excellent ability to learn new tasks quickly and efficiently - Strong proficiency in Microsoft Office and Excel - Exceptional written...

  • Customer Liaison Advisor

    7 months ago

    Melbourne, Australia Percepta Full time

    Customer Liaison Advisor AU-VIC-Melbourne **Description**:** Customer Liaison Advisor** At Percepta, we bring first-class service across each market we support. As a **Customer Liaison Advisor **in **Campbellfield, Australia**, you’ll be a part of creating and delivering amazing customer experiences, while also enjoying the satisfaction of being part of...

  • Patient Liaison Officer

    7 months ago

    Melbourne, Australia The Royal Melbourne Hospital Full time

    -Location: Melbourne | Northern Metropolitan Job type: Full time Organisation: The Royal Melbourne Hospital Salary: Salary not specified Occupation: Accounting, Administration/Secretarial Reference: 75053 **Patient Liaison Officer** - Patient Liaison Officer at Tertiary Hospital - 5 weeks annual leave plus monthly ADO - We are looking for a motivated and...