Investor Services Representative

2 days ago

Melbourne, Australia Australian Unity Full time

**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 more than 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**

An exciting opportunity has arisen for an Investor Services Representative to join our Wealth team located at our Melbourne head office. Reporting to the Client Services Manager, you will become part of a small close-knit team, performing your role will consist of receiving daily inbound calls and making some outbound calls when required, completion of daily administration and operational tasks. You will also be proactive in managing the client expectations and turnaround times.

While working within a high performing team to achieve excellence in service delivery.

**What you will do**
- Delivering excellence in customer service, connecting with customers through empathic listening, asking open questions to provide a platform for customers to engage and delivering a humanistic two way conversation
- Anticipate customer needs, consistently provide a service standard that makes it easy for the customer
- Assist in gathering information in order to respond to difficult/technical questions
- Adhere work rosters
- Establish and maintain technical knowledge of the Australian Unity Wealth product suite both current and legacy to the extent that these can be processed without error
- Liaise with other areas in the Wealth & Capital Markets that require assistance on the Life & Super & Investment Products

**About you**
- Demonstrated experience in the Australian financial services industry in a customer service role
- Some understanding of legal, compliance structures impacting investors such as Anti Money Laundering; FATCA; Automatic Exchange of Information Guidance
- Strong data entry skills coupled with attention to detail
- A strong work ethic and passion for excellence in customer service
- Ability to work within a team environment and navigate a larger business

**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?

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