Melbourne, Victoria, Australia · Hybrid
Client Services Representative Fixed Term Contract till 29 Jan 2027 Melbourne – Hybrid (3 in office days) About us Established in 1840, we are Australia’s first wellbeing company, delivering health, wealth and care servi…
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Melbourne, Victoria, Australia · On-site
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Melbourne, Victoria, Australia · On-site
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Melbourne, Victoria, Australia · On-site
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Melbourne, Victoria, Australia · Hybrid
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Melbourne, Victoria, Australia · On-site
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Melbourne, Victoria, Australia · Hybrid
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Melbourne, Victoria, Australia · Hybrid
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Melbourne, Victoria, Australia · Hybrid
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Melbourne, Victoria, Australia · Hybrid
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Melbourne, Victoria, Australia · On-site
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Melbourne, Victoria, Australia · On-site
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The representative will manage client and adviser enquiries across various channels while processing investment transactions and account maintenance. They will also collaborate with internal teams to ensure service delivery aligns with regulatory requirements and platform initiatives.
Candidates should have experience in financial services, wealth management, or registry operations within a customer-focused environment. Strong organizational skills, attention to detail, and the ability to manage competing priorities are essential for this role.
Fixed Term Contract till 29 Jan 2027
Melbourne – Hybrid (3 in office days)
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.
At Australian Unity, we're committed to helping our members and customers thrive. As a Client Service Representative within our Wealth & Capital Markets team, you'll play an important role in delivering exceptional service to clients, financial advisers and internal stakeholders across our Wealth Platform.
This is a fantastic opportunity for someone with experience in financial services, wealth management, investments or registry operations who enjoys solving problems, building relationships and delivering outstanding customer experiences.
You'll join a collaborative team that supports a range of Life and Investment products, helping clients navigate their wealth journey while ensuring requests are managed accurately, efficiently and in line with regulatory requirements.
You'll have experience working within a call centre environment in financial services, wealth management, investment administration, registry operations or a similar customer focused environment. You are highly organised, detail orientated and take pride in delivering exceptional service outcomes. You enjoy working as part of a team, can manage competing priorities and communicate confidently with a range of stakeholders. Experience supporting investment or wealth products, processing transactions and working within a regulated environment will be highly regarded. Most importantly, you'll bring a proactive mindset, a passion for helping customers and a commitment to continuous improvement.
You will enjoy a range of great employee benefits and rewards including:
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.
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 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. This page shares information and stories about wellbeing. We encourage you to comment, respond and interact with us, but remember this page is a safe and welcome place. Australian Unity reserves the right to remove any comment that: • Is obscene, threatening, abusive, defamatory, misleading, offensive, or of a sexual nature. • Provides professional advice on legal, medical, or financial matters. • Violates intellectual property rights, or breaks the law. • Is trolling, spamming, repetitive, or information that is misleading. • Is not relevant to the content published on this page. Please be mindful when sharing personal information or making comments about a service offered by another organisation or practitioner. Any violation of these rules may result in a ban from this page. We do not endorse any opinions expressed by guests on this page, nor do we warrant that their statements are accurate. We will never request your personal details or banking information via public posts. Do not post any personal or sensitive information such as your bank account details, birthday, home address, phone number, driver's license or tax file number in your comments. This page is monitored from 9-5 AEST, Monday to Friday, exc. public holidays. When a response is required, we will aim to respond within 24 business hours. For urgent enquiries, please call 13 29 39.
Offices: 271 Spring St, Melbourne, Victoria 3000, AU
