Client Operations Representative

What makes us, us
Established in 1840, we're Australia's first member-owned wellbeing company, delivering health, wealth and care services to more than 700,000 Australians. Today, while we've grown to a company of more than 7000 employees, our focus remains the same as it was 180 years ago - to deliver Real Wellbeing for our customers, members and the community.
We support your Real Wellbeing so you can better support our members' and customers' wellbeing journey
There are four key attributes that set us apart:

• Good people: We strive to set ourselves apart through the capability, warmth and expertise of our people.
• Wellbeing experts: Our breadth of capability enables us to provide smart solutions and services across all domains of wellbeing.
• Long-term commitment: As a member-owned company, we've been focusing on long-term outcomes and single-minded dedication to our members and customers since 1840.
• Driving positive impact: Everything we do is focused on making a positive difference at a personal, community and societal level.

These pillars are infused with our values of bold, warm and honest
Our Opportunity
Our Registry Team has an exciting opportunity for a Client Operations Representative to join our small, close-knit team. 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 Registry Manager, your role will consist of the completion of daily and periodic 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 for the team.
What you will do

• 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
• Investigate and resolve additional customer requests/remediation as required
• Grow, support and imbibe a sense continuous improvement, collective problem solving and sharing new ways of delivering

What we are looking for

• Demonstrated experience in the Australian financial services industry, ideally within a registry operations role

Some understanding of investment structures as well as varying terms/jargon would be highly regarded * A strong work ethic and passion for excellence in customer service with demonstrated involvement in continuous improvement to enhance the customer experience

• Strong Attention to detail, ability to prioritise tasks and work to deadlines
• Strong communication skills both verbal and written

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

• Competitive Remuneration and variable bonus
• A range of attractive product and service discounts from Australian Unity's Retail and Wealth Management portfolio - including health insurance and banking products
• Flexible Working Arrangements including Work-From-Home days with a real work-life balance
• Available access to LinkedIn Learning courses through our great Learning platform
• Additional paid Wellbeing and Volunteer leave days yearly

For further benefits visit:
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.