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:

At Australian Unity, we’re committed to creating a positive impact for our clients, members, and communities. As part of our Wealth Platform team, you’ll play a vital role in supporting clients and advisers whilst continuing to deliver exceptional service across our Life and Investment products.

As a Client Service Representative, you’ll be the first point of contact for our clients and advisers, providing prompt, accurate, and professional support. In this role, you will:

• Deliver exceptional service: respond to client and adviser queries across Life and Investment products via phone, email, and digital channels, with a focus on resolving issues at first contact.
• Process with precision: handle applications, withdrawals, switches, transfers, and account maintenance in line with agreed service standards.
• Stay informed: keep your knowledge up to date on product features, processes, compliance, and regulatory changes.
• Collaborate for success: work closely with colleagues across Operations, Product, Compliance, and Adviser Support to resolve complex matters and deliver a positive client experience.
• Drive improvements: identify opportunities to streamline processes and contribute to continuous improvement initiatives.
• Champion compliance: ensure all activities align with regulatory requirements and company policies, including AML/CTF, ASIC, and APRA standards.
• Be a team player: contribute to a supportive and collaborative culture, sharing knowledge and helping colleagues adapt through change.

About You:

• A minimum two years’ experience in the Australian financial services industry
• A minimum two years’ experience in registry operations or customer service
• An understanding of legal, compliance structures impacting investors such as Anti Money Laundering; FATCA; Automatic Exchange of Information Guidance
• Strong data entry skills
• 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
• Outstanding communication skills; verbal and written
• 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.