Client Operations Representative

1 week 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**

**About our Opportunity**

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 Registry Manager, your role will consist of the completion of daily administration and operational tasks that directly impact our customers. You will 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 on the team

**What you will do**
- 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

**What we are looking for**
- 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

**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

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