Client Operations Representative

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:

As a Client Operations Representative within the Vendor Management team you will support the daily operations of the Wealth and Capital Markets (W&CM) outsourced registry vendor.

Key responsibilities include:

• Ensuring registry vendor delivers excellence in administration and customer service to the W&CMs clients and advisers specifically through monitoring of services performed by the registry vendor

• Managing escalated issues from registry including complaint and incident management support

• Proactively managing communication between the vendor and internal stakeholders
• Providing accurate and timely reporting to internal stakeholders
• Consistently demonstrating the Australian Unity values and way of being

About You:

• A minimum two years’ experience in the Australian financial services industry
• Some understanding of legal, compliance structures impacting investors such as Anti Money Laundering; FATCA; Automatic Exchange of Information Guidance
• Attention to detail, ability to prioritise tasks and work to deadlines
• A strong work ethic and passion for excellence in customer service
• Ability to work within a team environment and navigate a larger business
• Strong communication skills both verbal and written
• Some organisational and 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 Well-Being and Community leave days
• 14-week paid parental leave, with equal benefit for both parents
• Employee Referral Program
• Employee Assistance Program – support and assistance for you and your partner 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

For further benefits visit: https://www.australianunity.com.au/careers/culture

Australian Unity is an Equal Opportunity employer and we encourage applications from all members of the community, including people of Aboriginal and Torres strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.