Client Relationship Manager

What Makes Us, Us

We want to be the most trusted wellbeing company in Australia, and this means our focus on wellbeing starts with our people. We support our employees Real Wellbeing so that they can better support our members’ and customers’ wellbeing journey. 

At Australian Unity We’re for real wellbeing. For us, real wellbeing means so much more than physical health. It’s about your standard of living, your personal relationships and being connected to your community. It’s about what you want to achieve in life, while having the security to get out and do what makes you happy.

We’re bold, warm and honest. We make a real difference to people’s wellbeing.

Your New Role Looks Like This:

Our Client Relationship Managers are responsible for supporting clients that don’t have capacity to manage their own financial and legal affairs (financial administration) or personal injury compensation award. Client Relationship Managers work with these clients to understand their individual needs and circle of support and establish an annual budget that meets the needs of a client. Supported by a Senior Client Relationship Manager, the Client Relationship Manager will also provide updates to State-based tribunals on their client, which may include appearing in personal or virtually.

Key Responsibilities Include:

• Arrange and attend client meetings
• Complete the annual Client Review process and the annual budget/investment review
• Take responsibility for decisions made on behalf of clients, including ensuring they are in line with Delegation Framework and all relevant SMEs are consulted as part of the decision-making process
• Effectively manage the end-to-end Client Relationship and actively support the implementation of processes to ensure key stakeholders associated with the client are engaged appropriately and adequately
• Ensure appropriate structures are implemented to protect client assets

Please note that this opportunity is available to Melbourne, Sydney and Brisbane Markets

About You:

• Experience working directly with clients, ideally people with a disability or mental illness
• Experience working with IT systems and maintaining files and records
• Sound understanding of financial principles, including investment approaches and asset classes
• Capacity to acquire knowledge relating to the administration of trusts, and financial administration legislation in all jurisdictions
• Exceptional communication skills, with the ability to use communication to build relationships

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