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.

About the Opportunity:

We’re looking for a Client Operations Representative to join our Wealth & Capital Markets team. This role plays a critical part in delivering high‑quality, compliant and customer‑focused service across our Wealth Platform.

As a contact centre representative, you’ll support Life and Investment products, managing enquiries across phone, email and digital channels while ensuring a seamless client experience through periods of change, including the IOOF registry transition.

This is a great opportunity for someone with experience in a customer service or contact centre environment who thrives on problem solving, building relationships and working as part of a collaborative team.

Key responsibilities include:

• Deliver frontline support to clients and advisers across Life and Investment products
• Manage inbound and outbound enquiries via phone, email and digital channels
• Accurately process transactions such as applications, withdrawals, switches, transfers and account updates in line with service levels
• Support registry system transitions with clear communication and minimal disruption to clients
• Collaborate with Operations, Product, Compliance and Adviser Support teams to resolve complex queries
• Maintain up‑to‑date knowledge of products, processes and regulatory obligations
• Identify opportunities to improve processes and enhance the customer experience
• Ensure all work is completed in line with compliance, risk and governance requirements

About You:

You are customer‑focused, detail‑oriented and take pride in delivering work to a high standard. You enjoy working as part of a supportive team and remain calm and adaptable in a changing environment.

You will bring:

• Minimum 2 years’ experience in Australian financial services and/or a customer service or contact centre environment, ideally supporting Life or Investment products
• Understanding of compliance and regulatory obligations (AML/CTF, FATCA, AEOI)
• Strong communication skills, both verbal and written
• High attention to detail and strong data entry skills
• Ability to manage multiple tasks and meet deadlines
• A strong work ethic and passion for excellence in customer service
• A collaborative mindset and positive attitude toward change
• A commitment to learning, continuous improvement and great customer outcomes

Why Join Us?

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.