
Investor Services Representative
2 days ago
**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?
-
Investor Services Representative
4 days 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...
-
Investor Support Representative
6 days 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...
-
Investor Relations Manager
2 days ago
Melbourne, Australia Anton Murray Consulting Full timeMelbourne- Ancillary Areas- PermanentOur client is a leading non-bank lender and alternative asset manager looking for an Investor Relations Manager to join their Melbourne team. You will be part of a small national team who are creating awareness to Australian investors about investment opportunities in private/non-bank real estate debt. You will be...
-
Investor Services Associate
7 days ago
Melbourne, Victoria, Australia Yarra Capital Management Full time $60,000 - $80,000 per yearThe CompanyYarra Capital Management (Yarra) is a leading independent fund manager, providing investment products to domestic and international clients with more than $20 billion under management. With offices in Melbourne and Sydney and a strong heritage in the local market, we are a team of over 85 collaborative professionals focussed on delivering the best...
-
Investor Relations Manager
6 days ago
Melbourne, Australia Aussie Broadband Full timeAt Aussie Broadband, we’re here to change the game! As our Investor Relations Manager, you will play a crucial role in shaping the future of Aussie Broadband's Investor Relations function. In this leadership position, you will work closely with executive management and key stakeholders to boost shareholder engagement, improve the quality of disclosures,...
-
Property Acquisition Manager
2 days ago
Melbourne, Victoria, Australia Investor Partner Group Full time $90,000 - $120,000 per yearJoin Our Team at Investor Partner Group – Property Acquisition ManagerAbout UsInvestor Partner Group is a team of experienced professionals with years of experience in property investing Across Australia. Our mission is to create wealth through property investing without sacrificing lifestyle, and our vision is to inspire buyers to progress toward success...
-
Senior Investor Services Associate
4 days ago
Melbourne VIC, Australia Australian Unity Full time $90,000 - $120,000 per yearAbout usEstablished 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,...
-
Investor Relations Manager
3 hours ago
Melbourne, Victoria, Australia AltX Financial Group Full time $100,000 - $150,000 per yearAbout AltXAltX is a leading Australian private credit fund manager, specialising in real estate debt investments. Since 2012, we've helped wholesale investors, family offices, institutions, and wealth managers access high-quality, risk-adjusted returns that are uncorrelated to public markets. As part of the AltX Financial Group, we offer direct access to...
-
Account Representative
2 weeks ago
Melbourne, Australia Finexia Financial Group Limited Full time**About Us** Finexia Financial Group Limited is a premier financial services provider based in Sydney, Australia, specializing in private credit, asset and funds management, commercial and private lending, and services for sophisticated and wholesale investors. With a commitment to delivering innovative financial solutions, Finexia empowers clients to...
-
Investor Engagement Coordinator
1 week ago
Melbourne, Australia TQSolutions Full timeFor 27 years, ISPT has invested in property, developing and creating vibrant, meaningful places for people to work, shop and enjoy. We are committed to supporting Australians in retirement and creating sustainable communities. Our purpose is to develop and grow together to create a better future for all. At ISPT, we have over $21B in funds under management...