![Australian Unity Capital Management Limited](https://media.trabajo.org/img/noimg.jpg)
Investor Services Representative
vor 1 Monat
Press Tab to Move to Skip to Content Link
Select how often (in days) to receive an alert: Create Alert
Select how often (in days) to receive an alert:
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.
An exciting opportunity has arisen for an Investor Services Representative to join our Wealth team located at our Melbourne head office. Reporting to the Client Services Manager, you will become part of a small close-knit team, performing your role will consist of receiving daily inbound calls and making some outbound calls when required, completion of daily administration and operational tasks. You will also be proactive in managing the client expectations and turnaround times. While working within a high performing team to achieve excellence in service delivery.
What you will do
- Delivering excellence in customer service, connecting with customers through empathic listening, asking open questions to provide a platform for customers to engage and delivering a humanistic two-way conversation
- Anticipate customer needs, consistently provide a service standard that makes it easy for the customer
- Assist in gathering information to respond to difficult/technical questions
- Adhere work rosters
- 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
- Liaise with other areas in the Wealth & Capital Markets that require assistance on the Life & Super Products
This position operates on a rotating roster between 8:30-5:30pm AEST, Monday to Friday.
What we are looking for
- Demonstrated experience in the Australian financial services industry in a customer service role
- Some understanding of legal, compliance structures impacting investors such as Anti Money Laundering; FATCA; Automatic Exchange of Information Guidance
- Strong data entry skills coupled with attention to detail
- A strong work ethic and passion for excellence in customer service
- Ability to work within a team environment and navigate a larger business
- 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
Where to from here?
Please contact Richard Maher, Talent Acquisition Practice Lead, for a confidential discussion or more details – rimaher@australianunity.com.au.
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.
#J-18808-Ljbffr-
Investor Services Representative
vor 1 Monat
Melbourne, Österreich Australian Unity Capital Management Limited VollzeitPress Tab to Move to Skip to Content LinkSelect how often (in days) to receive an alert:Create AlertSelect how often (in days) to receive an alert: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’...
-
Investor Services Officer
vor 3 Wochen
Melbourne, Österreich netwealth VollzeitJob Category: Banking and Financial Services,Insurance & Superannuation About NetwealthNetwealth is a fast-growing fintech company, delivering market leading products with an award-winning and innovative wealth management platform. We are on a mission to enable people to see wealth differently and discover a brighter future, not just for our clients, but...
-
Investor Relations Manager
vor 4 Wochen
Melbourne, Österreich Aussie Broadband VollzeitTelecommunications (Information & Communication Technology) At Aussie Broadband, we’re here to change the game! As our Investor Relations Manager, you will play a crucial role in shaping the future of Aussie Broadband's Investor Relations function. In this leadership position, you will work closely with executive management and key stakeholders to...
-
Investor Relations Manager
vor 1 Monat
Melbourne, Österreich Aussie Broadband VollzeitAt Aussie Broadband, we’re here to change the game! As our Investor Relations Manager, you will play a crucial role in shaping the future of Aussie Broadband's Investor Relations function. In this leadership position, you will work closely with executive management and key stakeholders to boost shareholder engagement, improve the quality of disclosures,...
-
Sr. Director Investor Relations
vor 1 Monat
Melbourne, Österreich Farm Credit Services VollzeitWho we are:Farm Credit Bank of Texas is a $37.3 billion wholesale bank that has been financing agriculture and rural America for over 100 years. Headquartered in Austin, Texas, we provide funding and services to rural lending associations in five states, and we are active in the nation’s capital markets.While you may not be familiar with our name, Farm...
-
Sr. Director Investor Relations
vor 4 Wochen
Melbourne, Österreich Farm Credit Services VollzeitWho we are:Farm Credit Bank of Texas is a $37.3 billion wholesale bank that has been financing agriculture and rural America for over 100 years. Headquartered in Austin, Texas, we provide funding and services to rural lending associations in five states, and we are active in the nation’s capital markets.While you may not be familiar with our name, Farm...
-
Customer Service Representative
vor 3 Wochen
Melbourne, Österreich Eightcap VollzeitEightcap is an Australian online financial trading Company that specialises in foreign exchange (forex) and contract for difference (CFD) trading, offering over 250 tradable instruments to retail clients. The Company is headquartered in Melbourne, Australia and has support offices in the UK and Bulgaria.Quickly becoming a leader in its field, the Company has...
-
Sr. Director Investor Relations
vor 1 Monat
City of Melbourne, Österreich Farm Credit Services VollzeitWho we are:Farm Credit Bank of Texas is a $37.3 billion wholesale bank that has been financing agriculture and rural America for over 100 years. Headquartered in Austin, Texas, we provide funding and services to rural lending associations in five states, and we are active in the nation’s capital markets.While you may not be familiar with our name, Farm...
-
Sr. Director Investor Relations
vor 4 Wochen
City of Melbourne, Österreich Farm Credit Services VollzeitWho we are:Farm Credit Bank of Texas is a $37.3 billion wholesale bank that has been financing agriculture and rural America for over 100 years. Headquartered in Austin, Texas, we provide funding and services to rural lending associations in five states, and we are active in the nation’s capital markets.While you may not be familiar with our name, Farm...
-
Membership Services Representative | Hawthorn
vor 1 Woche
Melbourne, Österreich Fitness & Lifestyle Group VollzeitZap Fitness 24/7is Australia's fastest-growing, fully owned 24-hour gym chain with world-class facilities in over 85 points of presence across Queensland, Victoria, South Australia, Western Australia and Tasmania! We pride ourselves on making a difference in the lives of our members by helping them stay inspired and motivated to achieve their results. Our...
-
Membership Services Representative | Williamstown
vor 4 Wochen
Melbourne, Österreich Fitness & Lifestyle Group VollzeitMembership Services Representative | Williamstown Print Jobtype: Part Time Location: Melbourne - Western Suburbs Category: Sales Share with friends Email a friend Job Reference: FLG/1797001 Attachments: No File Attached Posted on: 28-May-2024 Application Close Date: 27-Jun-2024 Zap Fitness 24/7is Australia's...
-
Membership Services Representative | Williamstown
vor 4 Wochen
Melbourne, Österreich Fitness & Lifestyle Group VollzeitMembership Services Representative | Williamstown Print Jobtype: Part Time Location: Melbourne - Western Suburbs Category: Sales Share with friends Email a friend Job Reference: FLG/1797001 Attachments: No File Attached Posted on: 28-May-2024 Application Close Date: 27-Jun-2024 Zap Fitness 24/7is Australia's...
-
Vip Customer Service Representative
Vor 3 Tagen
Melbourne, Österreich Cremornedigitalhub VollzeitCustomer Service & Call Centre Source: uWorkin JOB DESCRIPTION Are you a natural people-person with a passion for customer service? Do you thrive in a fast-paced, dynamic environment? If so, we want you to join our fun and tight-knit team as a VIP customer service representative!Your role with us:As a VIP customer service representative, you'll be the face...
-
EComm Customer Service Representative
Vor 3 Tagen
Melbourne, Österreich IPA Group VollzeitDo you have a passion for beauty products and a knack for exceptional customer service? 14th June, 2024 Are you ready to join the e.l.f.ing dream team?Do you have a passion for beauty products and a knack for exceptional customer service? If so, we want to hear from you! We're seeking a passionate and detail-oriented Ecommerce Customer Service Representative...
-
Membership Services Representative | Northcote
vor 1 Monat
Melbourne, Österreich Fitness & Lifestyle Group VollzeitZap Fitness 24/7is Australia's fastest-growing, fully owned 24-hour gym chain with world-class facilities in over 85 points of presence across Queensland, Victoria, South Australia, Western Australia and Tasmania! We pride ourselves on making a difference in the lives of our members by helping them stay inspired and motivated to achieve their results. Our...
-
Membership Services Representative | Lyndarum
vor 1 Monat
Melbourne, Österreich Fitness & Lifestyle Group VollzeitZap Fitness 24/7is Australia's fastest-growing, fully owned 24-hour gym chain with world-class facilities in over 85 points of presence across Queensland, Victoria, South Australia, Western Australia and Tasmania! We pride ourselves on making a difference in the lives of our members by helping them stay inspired and motivated to achieve their results. Our...
-
Membership Services Representative | Geelong
vor 1 Monat
Melbourne, Österreich Fitness & Lifestyle Group VollzeitZap Fitness 24/7is Australia's fastest-growing, fully owned 24-hour gym chain with world-class facilities in over 85 points of presence across Queensland, Victoria, South Australia, Western Australia and Tasmania! We pride ourselves on making a difference in the lives of our members by helping them stay inspired and motivated to achieve their results. Our...
-
Melbourne, Österreich Fitness & Lifestyle Group VollzeitZap Fitness 24/7is Australia's fastest-growing, fully owned 24-hour gym chain with world-class facilities in over 85 points of presence across Queensland, Victoria, South Australia, Western Australia and Tasmania! We pride ourselves on making a difference in the lives of our members by helping them stay inspired and motivated to achieve their results. Our...
-
Membership Services Representative | Geelong
vor 4 Wochen
Melbourne, Österreich Fitness & Lifestyle Group VollzeitZap Fitness 24/7is Australia's fastest-growing, fully owned 24-hour gym chain with world-class facilities in over 85 points of presence across Queensland, Victoria, South Australia, Western Australia and Tasmania! We pride ourselves on making a difference in the lives of our members by helping them stay inspired and motivated to achieve their results. Our...
-
Membership Services Representative | Broadmeadows
vor 4 Wochen
Melbourne, Österreich Fitness & Lifestyle Group VollzeitZap Fitness 24/7is Australia's fastest-growing, fully owned 24-hour gym chain with world-class facilities in over 85 points of presence across Queensland, Victoria, South Australia, Western Australia and Tasmania! We pride ourselves on making a difference in the lives of our members by helping them stay inspired and motivated to achieve their results. Our...