Investor Services 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:

An exciting opportunity has arisen for an Investor Services Representative to join our Wealth team located at our Melbourne head office.  Reporting to the Service Lead, you will become part of a small close-knit team, performing your role will consist of receiving daily inbound calls, 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.

Key Responsibilities:  

• Delivering excellence in customer service, connecting with customers through empathic listening, asking open questions to provide a platform for customers to engage and complete any follow up work required to resolve the customer’s purpose for calling
• Anticipate customer needs and 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 to maintain queue coverage
• 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. Training will be in office full time, before moving to a hybrid approach, where in office days are Monday – Wednesday.

About You:

• 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

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.