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Join to apply for the Client Service Representative role at Australian Unity16 hours ago Be among the first 25 applicantsJoin to apply for the Client Service Representative role at Australian UnityGet AI-powered advice on this job and more exclusive features.Established in 1840, we are Australias first wellbeing company, delivering health, wealth and care services for our members and the community.As a social enterprise, were motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the Australian community.For us, Real Wellbeing encompasses the whole experience of life. Its about feeling supported in your health, connected with your community and empowered to live life on your terms.Your New Role Looks Like This:An exciting opportunity has arisen for a Client Services Representative to join our Wealth team located at our Melbourne head office. Reporting to the Service Lead, you will become part of a small close-knit team, performing your role will consist of receiving daily inbound calls, 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.Key Responsibilities:Delivering excellence in customer service, connecting with customers through empathic listening, asking open questions to provide a platform for customers to engage and complete any follow up work required to resolve the customers purpose for callingAnticipate customer needs and consistently provide a service standard that makes it easy for the customerAssist in gathering information to respond to difficult/technical questionsAdhere work rosters to maintain queue coverageEstablish and maintain technical knowledge of the Australian Unity Wealth product suite both current and legacy to the extent that these can be processed without errorLiaise with other areas in the Wealth & Capital Markets that require assistance on the Life & Super ProductsThis position operates on a rotating roster between8:30-5:30pm AEST, Monday to Friday. Training will be in office full time, before moving to a hybrid approach, where in office days are Monday Wednesday.About You:Demonstrated experience in the Australian financial services industry in a customer service roleSome understanding of legal, compliance structures impacting investors such as Anti Money Laundering; FATCA; Automatic Exchange of Information GuidanceStrong data entry skills coupled with attention to detailA strong work ethic and passion for excellence in customer serviceAbility to work within a team environment and navigate a larger businessWhats on Offer:You will enjoy a range of great employee benefits and rewards including:Enjoy additional yearly Well-Being and Community leave daysEmployee Referral ProgramEmployee Assistance Program support and assistance for you and your partner at those times in life when you need it mostMaxxia 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 platformFor further benefits visit: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 peopleSeniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionCustomer ServiceIndustriesFinancial Services and InsuranceReferrals increase your chances of interviewing at Australian Unity by 2xMelbourne, Victoria, Australia 5 days agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia A$75,000.00-A$80,000.00 3 weeks agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 3 days agoMelbourne, Victoria, Australia 3 days agoMelbourne, Victoria, Australia 2 weeks agoClient Experience and Retention SpecialistMelbourne, Victoria, Australia A$100,000.00-A$100,000.00 2 weeks agoClient Services Administrator Port MelbournePort Melbourne, Victoria, Australia 2 weeks agoCustomer Service - Accounts Administration Melbourne - Northern SuburbsMelbourne, Victoria, Australia 1 month agoMelbourne, Victoria, Australia 1 week agoCaulfield South, Victoria, Australia 4 weeks agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 3 days agoMelbourne, Victoria, Australia 2 days agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 1 week agoBranch Customer Service - Epping Area - Expression of InterestMelbourne, Victoria, Australia 4 months agoMelbourne, Victoria, Australia 1 week agoMelbourne, Victoria, Australia 2 days agoMelbourne, Victoria, Australia 4 weeks agoMelbourne, Victoria, Australia 13 hours agoMelbourne, Victoria, Australia 2 weeks agoMelbourne, Victoria, Australia 1 week agoWere unlocking community knowledge in a new way. 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