Relationship Manager for Client Success

22 hours ago

Melbourne, Victoria, Australia Australian Unity Full time

About Australian Unity

We are Australia's first wellbeing company, delivering health, wealth and care services for our members and the community since 1840.

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 community.

Our vision is Real Wellbeing – feeling supported in your health, connected with your community and empowered to live life on your terms.

Your New Role:

This Client Relationship Manager role will support clients who require assistance with managing their financial and legal affairs. You will work closely with these clients to understand their individual needs and circle of support, establishing an annual budget that meets their requirements.

You will be part of a supportive team led by a Senior Client Relationship Manager, providing updates to State-based tribunals on behalf of clients, which may involve appearing in person or virtually.

Main Responsibilities:

  • Arrange and attend regular meetings and visits with clients
  • Complete the annual Client Review process and annual budget/investment review
  • Making decisions on behalf of clients, ensuring they align with our Delegation Framework, and consulting relevant stakeholders as necessary
  • Effective management of client relationships, engaging key stakeholders and implementing processes to ensure their needs are met
  • Implementing structures to protect client assets

About You:

  • Experience working directly with clients, preferably those with disabilities or mental illness
  • Strong experience working with VCAT and other tribunals
  • Familiarity with IT systems and maintaining accurate records
  • Excellent written communication skills, with ability to produce clear and coherent reports
  • Solid understanding of financial principles, including investment approaches and asset classes
  • Capacity to acquire knowledge relating to trust administration and financial legislation across jurisdictions
  • Outstanding communication and interpersonal skills to build strong relationships

What We Offer:

  • A competitive salary range of $80,000 - $110,000 per annum, depending on experience, plus bonus opportunities
  • Additional yearly Well-Being and Community leave days
  • 14-week paid parental leave, with equal benefits for both parents
  • Employee Referral Program
  • Access to Employee Assistance Program for support during challenging times
  • Maxxia Rewards, offering discounts at selected retailers, department stores, attractions, travel, and more
  • Discounts on Australian Unity products and services
  • Opportunities for professional development through our Learning platform

We are committed to equality and diversity, encouraging applications from all members of the community, including people of Aboriginal and Torres Strait Islander descent, culturally and linguistically diverse backgrounds, and mature-aged individuals.

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