Adviser Services Representative

**What makes us, us**

Established in 1840, we’re Australia’s first member-owned wellbeing company, delivering health, wealth and care services to more than 700,000 Australians. Today, while we’ve grown to a company of nearly 7000 employees, our focus remains the same as it was 180 years ago — to deliver Real Wellbeing for our customers, members and the community.

We support your Real Wellbeing so you can better support our members’ and customers’ wellbeing journey

There are four key attributes that set us apart:

- **Good people**: We strive to set ourselves apart through the capability, warmth and expertise of our people.
- **Wellbeing experts**: Our breadth of capability enables us to provide smart solutions and services across all domains of wellbeing.
- **Long-term commitment**: As a member-owned company, we’ve been focusing on long-term outcomes and single-minded dedication to our members and customers since 1840.
- **Driving positive impact**: Everything we do is focused on making a positive difference at a personal, community and societal level.

These pillars are infused with our values of **bold**, **warm** and **honest**

**Our Opportunity**

Australian Unity is a health, wealth and living mutual company providing services to almost one million Australians, including around 300,000 members nationwide. We now 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

**What you will deliver**
- Deliver exceptional customer service that consistently meets service level agreements, internal professional standards and all regulatory requirements.
- Provide high quality and factual information to financial intermediaries and Joint Ventures both reactively and proactively with support of the BDM’s
- 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

**What we are looking for**

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

**Specialisations that would make an impact**
- Demonstrated experience in the Australian financial services industry, particularly Funds Management would be highly regarded
- Experience in the use of SalesForce database preferred
- Understanding of basic legal, compliance and licensing structure and issues for Australian investors

**Our Benefits**

You will enjoy a range of great employee benefits and rewards including:

- Competitive Remuneration and variable bonus
- A range of attractive product and service discounts from Australian Unity’s Retail and Wealth Management portfolio - including health insurance and banking products
- Flexible Working Arrangements including Work-From-Home days with a real work-life balance
- Available access to LinkedIn Learning courses through our great Learning platform
- Additional paid Wellbeing and Volunteer leave days yearly

**Where to from here?