Client Service Manager

**Join us and let’s make a bigger difference together.**

It’s an exciting time to be joining Australian Unity - we have grown significantly over recent years and are transforming to capitalise on further growth opportunities to help our customers and employees thrive. We operate with commercial principles and with a strong social purpose to create community value. Australian Unity is proud to be an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.

Established in 1840, we’re Australia’s first member-owned wellbeing company. Today we have over $1 billion in revenue and provide smart solutions and services to more than 700,000 Australians. We employ over 7000 people and our purpose is to **Help People to Thrive**.

**Your New Role**:
To provide high quality support to aligned Financial Advisers by co-ordinating all aspects of clients ongoing

service requirements and managing the implementation of financial advice for new / existing clients.

**Your New Role Looks Like This**:

- Support aligned advisers to achieve applicable revenue growth targets with particular focus on retention / growth of ongoing client numbers
- Specific responsibilities include maintaining client review schedule to ensure all agreed client reviews are completed
- Maintain up-to-date client information in Xplan to ensure data integrity of advice documents, compliance and reporting
- Responsible for coordinating the implementation of advice
- Responsible for managing ongoing fee arrangements
- Response for liaising with support teams to ensure documents are prepared prior to appointments
- Any other responsibilities as applicable to the delivery of quality financial advice to clients
- Create positive client experience via required client interactions
- Support a client centric culture through sustained actions and commitment
- Put clients Best Interest first
- Deliver to and continue to enhance the customer experience

**About You**:

- Minimum 5 years’ experience in similar role
- High attention to detail, organized and great at prioritizing workload
- Completion of financial planning study ADFS or equivalent desirable
- Strong verbal and written communication skills
- Focused on great client outcomes
- Strong understanding of the advice process and compliance framework (Inc. FDS and ARD processes)
- Experience managing client review schedules utilizing Xplan as a CRM.
- Experienced with implementation of complex advice (investments, insurance, Centrelink, SMSFs)
- Enjoys working as part of a team
- Enjoys client interaction

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

- Competitive Remuneration and Incentive Program
- A range of attractive product and service discounts from Australian Unity’s Retail and Wealth Management portfolio - including health insurance and banking products
- Supported Learning and Career Development program
- 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 Community Volunteer Days yearly

**What Makes Us, Us**

Putting people first is not just something we say, it's what we do. We care for our people so they can care for themselves and our customers. We stay true to our values (Bold, Warm, Honest), we work hard because it matters and we work well together - collaborating, encouraging and even managing to have some fun.

At Australian Unity we do the right thing and we expect the same from others. Being a member-owned company, means we're focused on our members and customers, not shareholder returns. Our purpose to Help People to Thrive, drives us to make a real difference, every day, big and small. We are passionate about improving the wellbeing of all Australians and about making a positive difference.