Australian Unity20 jobs

Client Services Representative

JuniorMid levelFull-timeHybridMelbourne VIC, AustraliaPosted 1 week agoVerified 2 weeks ago
Pending fitX of Y criteria met

About the job

The Client Services Representative position at Australian Unity is a fantastic opportunity to make a positive impact on clients' wealth journeys. By delivering exceptional service and support, you'll play a vital role in helping clients navigate their financial needs. Join a collaborative team that values continuous improvement and is dedicated to making a difference in the community.

Meet the team

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You'll be responsible for

📞

Responding to client enquiries

Handling client and adviser enquiries through various channels, ensuring timely and accurate responses.
💳

Processing transactions

Managing investment and account transactions, including withdrawals and transfers, with precision and care.
🌐

Building relationships

Fostering strong relationships with internal stakeholders across various teams to enhance service delivery.

Key criteria

📞

Client service experience

Demonstrated experience in a client service environment, preferably financial services.

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💼

Wealth management knowledge

Proven knowledge of wealth management and investment products.

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🔍

Problem-solving skills

Experience investigating and resolving client queries effectively.

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Think you're a good fit?See what the hiring team are looking for

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4 criteria for this job
Client service experience
Demonstrated experience in a client service environment, preferably financial services.

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Wealth management knowledge
Proven knowledge of wealth management and investment products.

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Problem-solving skills
Experience investigating and resolving client queries effectively.

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Transaction processing skills
Experience processing investment transactions accurately and efficiently.

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