Investor Services Representative

2 weeks ago

Melbourne, Victoria, Australia Australian Unity Full time

**What makes us, us**

We want to be the most trusted wellbeing company in Australia, and this means our focus on wellbeing starts with our people. We support our employees Real Wellbeing so that they can better support our members' and customers' wellbeing journey.

At Australian Unity We're for real wellbeing. For us, real wellbeing means so much more than physical health. It's about your standard of living, your personal relationships and being connected to your community. It's about what you want to achieve in life, while having the security to get out and do what makes you happy.

We're bold, warm and honest. We make a real difference to people's wellbeing.

**Our Opportunity**

An exciting opportunity has arisen for an Investor Services Representative to join our Wealth team located at our Melbourne head office. Reporting to the Client Services Manager, you will become part of a small close-knit team, performing your role will consist of receiving daily inbound calls and making some outbound calls when required, completion of daily administration and operational tasks. You will also be proactive in managing the client expectations and turnaround times. While working within a high performing team to achieve excellence in service delivery.

**What you will do**
- Delivering excellence in customer service, connecting with customers through empathic listening, asking open questions to provide a platform for customers to engage and delivering a humanistic two-way conversation
- Anticipate customer needs, consistently provide a service standard that makes it easy for the customer
- Assist in gathering information to respond to difficult/technical questions
- Adhere work rosters
- 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
- Liaise with other areas in the Wealth & Capital Markets that require assistance on the Life & Super Products

This position operates on a rotating roster between 8:30-5:30pm AEST, Monday to Friday.

**What we are looking for**
- Demonstrated experience in the Australian financial services industry in a customer service role
- Some understanding of legal, compliance structures impacting investors such as Anti Money Laundering; FATCA; Automatic Exchange of Information Guidance
- Strong data entry skills coupled with attention to detail
- A strong work ethic and passion for excellence in customer service
- Ability to work within a team environment and navigate a larger business

**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

**Where to from here?

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