Investor Services Representative

8 hours 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 members, customers and the Australian community.

For us, Real Wellbeing encompasses the whole experience of life. It’s about feeling supported in your health, connected with your community and empowered to live life on your terms.

**Your New Role Looks Like This**:
An exciting opportunity has arisen for an Investor Services Representative to join our Wealth team located at our Melbourne head office. Reporting to the Service Lead, you will become part of a small close-knit team, performing your role will consist of receiving daily inbound calls, 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.

Key Responsibilities:

- Delivering excellence in customer service, connecting with customers through empathic listening, asking open questions to provide a platform for customers to engage and complete any follow up work required to resolve the customer’s purpose for calling
- Anticipate customer needs and consistently provide a service standard that makes it easy for the customer
- Assist in gathering information to respond to difficult/technical questions
- Adhere work rosters to maintain queue coverage
- 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 Products

This position operates on a rotating roster between 8:30-5:30pm AEST, Monday to Friday. Training will be in office full time, before moving to a hybrid approach, where in office days are Monday - Wednesday.

**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

**What’s on Offer**:
You will enjoy a range of great employee benefits and rewards including:

- Competitive salary + bonus program
- Enjoy additional yearly Well-Being and Community leave days
- 14-week paid parental leave, with equal benefit for both parents PLUS our Bump to Baby
- Employee Referral Program
- Employee Assistance Program - support and assistance for you and your partner at those times in life when you need it most
- Maxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.
- Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more
- Available access to LinkedIn Learning courses through our great Learning platform

  • Investor Services Representative

    1 week ago

    Melbourne, Australia Australian Unity Group Services Pty Ltd Full time

    What makes us, us We want to be the most trusted wellbeing company in Australia, and this means our focus on wellbeing starts with our people. We support our employees Real Wellbeing so that they can better support our members’ and customers’ wellbeing journey. At Australian Unity We’re for real wellbeing. For us, real wellbeing means so much more than...

  • Investor Support Representative

    2 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 Services Associate

    1 week ago

    Melbourne, Victoria, Australia Yarra Capital Management Full time $60,000 - $80,000 per year

    The 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

    2 days ago

    Melbourne, Australia Aussie Broadband Full time

    At 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 year

    Join 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...

  • Principal Investor Relations

    1 week ago

    Melbourne, Australia BHP Full time

    **Date**:28 Jan 2025 **Job Posting End Date**: **Job Country**:Australia **Job State/Province**:Victoria **Job Location/Region**:Melbourne **About BHP** At BHP we support our people to grow, learn, develop their skills and reach their potential. With a global portfolio of operations, we offer a diverse and inclusive environment with extraordinary career...

  • Senior Investor Services Associate

    6 days ago

    Melbourne VIC, Australia Australian Unity Full time $90,000 - $120,000 per year

    About 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 Operations Officer

    2 days ago

    Melbourne, Victoria, Australia La Trobe Financial Services Pty Limited Full time $60,000 - $90,000 per year

    About La Trobe FinancialLa Trobe Financial is Australia's leading alternative asset manager, helping Australians build better futures for over 70 years. With $21 billion in assets under management and the trust of 120,000 customers, we've grown through a commitment to service, innovation, and putting people first.We don't just deliver retirement income –...

  • Investor Relations Manager

    2 days ago

    Melbourne, Victoria, Australia AltX Financial Group Full time $100,000 - $150,000 per year

    About 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...

  • Property Acquisition Specialist

    1 week ago

    Melbourne, Victoria, Australia Investor Partner Group Full time $90,000 - $120,000 per year

    About The CompanyInvestor Partner Group is a one stop shop when it comes to Investment Property needs. We provide evidence based data backed and research driven, well reputed Buyers Agency services, Detail in-depth lifetime strategic portfolio building advisory, Property development services and Tax/SMSF & business advisory services. We assist clients...