Investment Customer

2 weeks ago


Brisbane, Australia Zurich Insurance Full time

**A new adventure awaits**

How does 5 weeks leave per year, an impactful career that you’ll truly love, and working for a great organisation that empowers wellbeing sound like to you?

At Zurich we’re on a journey towards a brighter futureA brighter future for you - focused on your career, your wellbeing, and your community - as well as our customers and the planet.

This exciting adventure will drive positive impact. So, if you want to be part of a values led organisation, that is a leader in the insurance industry with a track record of making a real difference and continuously taking steps toward a sustainable future for our people, customers, communities, and our planet read on

**Let’s create a brighter future together, let’s make a difference**

Work is something you do, not only somewhere you go. The way we work continues to evolve and at Zurich we are committed to creating ways of working that ensure you are helping to create a brighter future. It’s important to know, what you do matters.

A great opportunity exists to join the Legacy Investments Crew as an Investment Customer & Administration Consultant.

This varied role is responsible for providing cost effective service to our advisers and customers for Investment Legacy products for Zurich and OnePath policies. Your tasks will include responding to inbound queries and database management of customers' accounts. Liaising with a range of stakeholders, you will help to drive excellent service levels and operational excellence across the Investment portfolio.

**Important to your success - let's grow together**
- Strong experience in a client service role, ideally within Financial Services
- Knowledge of Life Risk and/or Superannuation / Managed Investments desirable
- Solution focused mindset and strong attention to detail
- Ability to prioritise tasks in an agile environment
- Excellent communication and stakeholder management skills

**Belong. Zurich is here to support you**

There are so many reasons why Zurich is a great place to be, but here are just a few:
5 weeks leave per year for permanent staff through our new Z leave initiative, as well as 15 days personal/carer’s leave (as we empower our people to manage their own wellbeing); Grow, and thrive in your career (we support and encourage it) with award winning training programs; Work with global, diverse, and inclusive teams; Explore your passions, fuel innovation, drive equity, collaborate and make a positive difference beyond your role; Access programs to stay healthy and feel healthier along with receiving a AUD$500 wellbeing payment per year, plus a AUD$295 new starter e-voucher for your WFH set up (flex work - hybrid working), and other great benefits through our Shine portal; Access to Family Care (parental leave); Volunteer; Work in our state-of-the-art Green Star rated offices (when you are in the office); and dress for your day. We also plant a tree for every new employee - one of many local initiatives driving our contribution to ambitious global sustainability targets

We could go on, but the main point is that Zurich is a great place to be, where you can truly belong and thrive.


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