Associate - Partner Solutions and Support

About the Role

This role is central to delivering ethical and sustainable financial solutions to our investors and clients, while supporting the growth of our investment and loan portfolios. You'll work collaboratively within the Partner Solutions and Support team to provide exceptional service and operational excellence. 

Key Responsibilities

• Deliver high-quality, end-to-end client service via phone and face-to-face interactions
• Ensure compliance with regulatory standards and UFS policies
• Resolve client enquiries and complaints with professionalism and care
• Maintain up-to-date product knowledge across all UFS offerings
• Capture and analyse client feedback to enhance service delivery
• Prepare audit certificates and process applications for corporate cards, merchant facilities, and bank guarantees
• Maintain investor files, registers, and databases
• Perform Core Banking System tasks including deposits, withdrawals, account amendments, and internet banking access
• Investigate and process rejected transactions, cheque deposits, and direct debit claims
• Action day 2 reports and manage exception items
• Manage lending operations including drawdowns, settlements, rate settings, and loan maintenance

About You

You're a client-focused financial services professional with strong understanding of compliance, lending operations, and relationship management. Your attention to detail, proactive mindset, and commitment to continuous improvement make you a trusted partner to both clients and colleagues.

You will bring:

• Previous experience in Australian financial services in a client-facing role
• General knowledge of financial management principle
• Strong interpersonal skills and confidence in handling sensitive matters
• Solid understanding of financial services compliance and regulatory frameworks
• Proven ability to deliver high-quality service outcomes
• Proficiency in Microsoft Office
• A preparedness to work within the polity and ethos of the Uniting Church in Australia

About Uniting Church

The Uniting Church in Australia (UCA) is a uniquely Australian Christian organisation that began in 1977 with the union of the Congregational, Methodist and Presbyterian movements. It is one of the largest religious organisations in Australia with over 400 congregations and faith communities across NSW and ACT.

The Synod of NSW and ACT is guided by the values of Integrity, Respect, Collaboration, and Compassion, and supported by the Synod Mission Services team, which provides strategic, pastoral, and operational support to enable vibrant congregations, vital leadership, and transformative community engagement. 

About Uniting Financial Services (UFS)

Uniting Financial Services (UFS) exists to provide financial leadership and support to the Uniting Church and its many activities - delivering disciplined ethical investment with a heart for mission. We're guided by integrity, respect, collaboration, and compassion in everything we do. 

Why Join Us?

Be part of a purpose-driven organisation that strengthens communities and supports meaningful change. We offer a supportive team culture, professional growth, and the opportunity to contribute to a mission that matters.

• Convenient Location: Our office is located right in the Sydney CBD (Pitt St).

• Flexible Work: Benefit from our hybrid working conditions, blending office collaboration with remote flexibility.

• Investment in Your Wellbeing: Enjoy a dedicated additional 'Me' Day each year to recharge and prioritise your wellbeing.

• Work-Life Balance: Take advantage of the opportunity to Purchase Leave.

• Recognition & Rewards: Participate in our quarterly reward and recognition program that celebrates your contributions.

• Parental Leave Support: Access up to 12 weeks of paid parental leave, to embrace an important life chapter and transition.

• Make an Impact: Your expertise will be put to good use in an environment where we are making positive changes for the Future Direction of Uniting Church.

• Ethos of Compassion: Our lived values are experienced daily through our relationships, through the kindness and openness of our teams and through our genuine passion to embrace diversity.