Client Relationship Manager - Trustees

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:

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.

Key Responsibilities Include:

• Arrange and attend client meetings and client visits
• 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

About You:

• Experience  working directly with clients, ideally people with a disability or mental illness
• Strong VCAT Experience
• Experience working with IT systems and maintaining files and records
• Ability to write clear and coherent reports
• 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
• Previous experience with client visits (preferred but not essential)

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 PLUS our Bump to Baby
• 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.