Client Operations Representative

2 weeks ago

Melbourne, Australia Australian Unity Full time

**Your New Role Looks Like This**:
In joining as a Client Operations Representative, you will form part of a key team tasked with contributing to an exceptional service experience to our customers within Australian Unity Wealth & Capital Markets.

Reporting to the Operations Lead, your role will consist of the completion of daily administration and operational tasks that directly impact our customers. You will also be encouraged to drive improvements and performance in all areas of our business, with the aim of exceeding customer expectations and making a positive impact our the team.

Key Accountabilities Include:

- 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
- Accurate data entry keying with a zero-error rate using relevant systems
- Anticipate customer needs, consistently provide a service standard that makes it easy for the customer
- Liaise with other areas in the Wealth and Capital Markets that require assistance on the Life and Super and Investment products
- Assist in gathering information in order to respond to difficult/technical questions
- Quality interactions with our channels, direct and funeral directors

**About You**:

- Preferably experience within the Australian Financial services and/or Superannuation industry
- Strong data entry and administrative skills
- Some understanding of investment structures and well as varying terms/jargon
- Ability to work within a team environment and being able to navigate a larger business
- Outstanding communication skills, both verbal and written
- Strong ability to work to deadlines, strong time management skills

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

- Competitive salary + bonus program
- Enjoy additional yearly Wellbeing 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 family 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

**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 physical health. It’s about your standard of living, your personal relationships and being connected to your community. It’s about what you want to achieve in life, while having the security to get out and do what makes you happy.

We’re **bold, warm and honest**. We make a real difference to people’s wellbeing.

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