Client Services Executive jobs

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 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:

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.

What you'll do

• Respond to client and adviser enquiries via phone, email and digital channels
• Process investment and account transactions including withdrawals, transfers, switches and account maintenance requests
• Deliver timely and accurate support across Life and Investment products
• Investigate and resolve client and adviser queries, striving for first contact resolution wherever possible
• Support business and platform initiatives, including system and process transitions
• Build strong relationships with internal stakeholders across Operations, Product, Compliance and Adviser Support teams

About You:

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.

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!
• Access Flare benefits including everyday discounts, premium perks, salary packaging options and wellbeing support

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.