Senior 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:

In joining as a Senior Client Operations Representative, you will form part of a key team tasked with contributing to an exceptional service experience to our customers within Australian Unity Wealth & Capital Markets.

Reporting to the Operations Lead, your role will consist of the completion of daily administration and operational tasks that directly impact our customers. You will also be encouraged to drive improvements and performance in all areas of our business, with the aim of exceeding customer expectations and making a positive impact our the team.

Key Accountabilities Include:

• 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
• Accurate data entry keying with a zero-error rate using relevant systems
• Anticipate customer needs, consistently provide a service standard that makes it easy for the customer
• Liaise with other areas in the Wealth and Capital Markets that require assistance on the Life and Super and Investment products
• Assist in gathering information in order to respond to difficult/technical questions
• Quality interactions with our channels, direct and funeral directors

About You:

• Experience within the Australian Financial services and/or Superannuation industry with at least 5 years working experience
• Strong data entry and administrative skills
• Some understanding of investment structures and well as varying terms/jargon
• Ability to work within a team environment and being able to navigate a larger business
• Outstanding communication skills, both verbal and written
• Strong ability to work to deadlines, strong time management skills
• Experienced in handling customer complaints and managing incidents
• Exposure to managing client reporting.

What’s on Offer:

You will enjoy a range of great employee benefits and rewards including:

• Competitive salary + bonus program
• Enjoy additional yearly Wellbeing 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 family 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.