Client Relationship Manager
19 hours ago
**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**
Our Client Relationship Managers are responsible for supporting clients that don't have capacity to manage their own financial and legal affairs (financial administration). Client Relationship Managers work with these clients to understand their individual needs and circle of support and establish an annual budget that meets the needs of a client. Supported by a Senior Client Relationship Manager, the Client Relationship Manager will also provide updates to State-based tribunals on their client, which may include appearing in personal or virtually
**What You Will Do**:
- Arrange and attend client meetings
- Complete the annual Client Review process and the annual budget/investment review
- Take responsibility for decisions made on behalf of clients, including ensuring they are in line with Delegation Framework and all relevant SMEs are consulted as part of the decision-making process
- Effectively manage the end-to-end client relationship and actively support the implementation of processes to ensure key stakeholders associated with the client are engaged appropriately and adequately
- Ensure appropriate structures are implemented to protect client assets
**What we are looking for**
- Experience working directly with clients, ideally people with a disability or mental illness
- Experience working with IT systems and maintaining files and records
- Sound understanding of financial principles, including investment approaches and asset classes
- Capacity to acquire knowledge relating to the administration of trusts, and financial administration legislation in all jurisdictions
- Exceptional communication skills, with the ability to use communication to build relationships
**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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