Client Operations Representative

2 weeks 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**:
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**:

- 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



  • 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...


  • 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...


  • Melbourne, Australia SS&C Full time

    As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare organizations, from the world's largest companies to small and mid-market firms, rely on SS&C for expertise, scale, and technology. Job...


  • Melbourne, Australia Translationz Full time

    **Job Title: Client Services Coordinator** **Location**: Melbourne **Company**: Translationz **Industry**: Language Services / Translation & Interpreting **Employment Type**: Full-Time **About the Role** As a **Client Services Coordinator**, you will be the first point of contact for both clients and interpreters, helping ensure that high-quality language...


  • North Melbourne, Victoria, Australia Our client Full time $60,000 - $72,000 per year

    Our client is a world-wide distributor for the beauty and health industry, working for global brands in both the luxury and mass retail sector. They are currently seeking an experienced all round store worker who is skilled in the use of a High Reach forklift to work Monday through to Friday commencing in a casual capacity with a view to a permanent...


  • Melbourne, Victoria, Australia Greencross Pet Wellness Company Full time $45,000 - $65,000 per year

    Company Description Client Services Representatives | AEC + Specialty Care MoorabbinThis is an exciting opportunity to be part of the amazing team at our brand-new hospital in Moorabbin, which opened early February. We are seeking enthusiastic and friendly Client Services Representatives in Part Time roles to be part of a fast-paced environment and a...


  • Melbourne - North West Australia VIC Our client Full time $65,520 per year

    Our client is one of the largest Car and Auto Parts Distributors in Australia. They are currently looking for and experience counterbalace forklift operator at their state-of-the-art Distribution Center located in Tullamarine. If you're an enthusiastic individual with a can-do attitude, we encourage you to apply immediately, as these positions are in high...


  • East Melbourne, Australia Sonova Full time

    Who we are In a life without sound, our work provides meaning. As a leading provider of innovative hearing care solutions, we are not just a company that makes products: we are a team on a mission to help people enjoy the delight of hearing. To enable a life without limitations, we - through our core business brands Phonak, Unitron, Hansaton, Advanced...


  • Melbourne, Australia Origin Energy Full time

    Champion our commercial clients with retention, support & excellent service - Join a values-driven team making energy better for customers & communities - Permanent position | Open to Melb, Syd & Bris CBD locations **Join a team that's All Kinds of Useful** At Origin, being useful is more than a tagline - it’s how we approach work every day. As a...


  • Melbourne, Australia Melbourne Veterinary Specialist Centre Full time

    **Job Description**: **Part Time Client Services Representative Wanted!** - Based at Glen Waverley, and Essendon Fields on occasion - Part time role (20 - 30 hours per week) - Minimum 2 years Reception/Client Services experience essential - Experience within the veterinary or health industry highly regarded The Melbourne Veterinary Specialist Centre is a...