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Form of workWhat 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:
Sitting within Client Services, the Senior Client Relationship Manager is responsible for leading a team of Client Relationship Managers, whilst also managing their own portfolio of clients (a mixture of complex financial administration and trustee clients).
As a manager, they are responsible for supporting their teams to manage their portfolio of clients and work through issues that may arise. In consultation with the Head of Client Services, the Senior Client Relationship Manager is also responsible for the allocation of new matters to team members based on individual capabilities and development goals.
Key Responsibilites Include:
- Mentor and Support Client Relationship Managers, ensuring all staff are equipped to perform their roles to the best of their ability
- Lead by example and role model the aspired Leadership behaviours to develop and retain high quality team members
- Ensure all client accounts are established within Process Roadmaps and risk/compliance frameworks
- Effectively manage the end-to-end Client Relationship, ensuring the implementation of processes to ensure key stakeholders associated with the client are engaged appropriately and adequately
- Demonstrate awareness and understanding of the responsibilities and duties of an Administrator and Trustee appointment
- Seek opportunities to improve existing processes for the benefit of the business and clients, and lead process improvement initiatives within the team as required
Please note that this role is open to Brisbane, Melbourne and Sydney Markets
About You:
- Strong experience within a trustee business
- An excellent knowledge of client administration
- Sound understanding of financial principles, including investment approaches and asset classes
- Thorough knowledge of relevant legislation, including the Guardianship and Administration Act 2019; Administration and Probate Act 1958 and the Privacy Act
- Capacity to acquire knowledge relating to the administration of trusts, and financial administration legislation in all jurisdictions
- Exceptional communication, with the ability to communicate to build relationships
- Proven leadership experience
What’s on Offer:
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 PLUS our Bump to Baby
- 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!
- 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.
