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Client Service Officer

Date: 16-Aug-2022

Location: Melbourne, VIC, AU, 3000

Company: Australian Unity

  • Kick start your career in Financial Planning
  • Full Time Perm position based in Melbourne
  • Real Wellbeing starts here


What makes us, us

Established in 1840, we’re Australia’s first member-owned wellbeing company, delivering health, wealth and care services to more than 700,000 Australians. Today, while we’ve grown to a company of more than 7000 employees, our focus remains the same as it was 180 years ago — to deliver Real Wellbeing for our customers, members and the community.

We support your Real Wellbeing so you can better support our members’ and customers’ wellbeing journey


There are four key attributes that set us apart:

  • Good people: We strive to set ourselves apart through the capability, warmth and expertise of our people.
  • Wellbeing experts: Our breadth of capability enables us to provide smart solutions and services across all domains of wellbeing.
  • Long-term commitment: As a member-owned company, we’ve been focusing on long-term outcomes and single-minded dedication to our members and customers since 1840.
  • Driving positive impact: Everything we do is focused on making a positive difference at a personal, community and societal level.

These pillars are infused with our values of bold, warm and honest


The position

The Client Service Officer is responsible for providing support services to the Adviser team. The Client Service Team is driven to deliver a 5-star experience to our customers and are looking to add a new superstar to the team.

As the first point of contact for all client queries, you will assist in delivering a range of services including responding to client requests, document preparation, Preparation of Records of Advice, implementation of advice and management of client appointments. There is a technical aspect to this role and prior experience in Financial Planning is a must to succeed in our fast-paced environment.

Additionally, you will play a key role in the identification of process improvement potential and the implementation of agreed process changes; update internal and external client information (Xplan, platforms, Centrelink etc), and ensuring data integrity – product and client information.


About you

We are searching for a professional with a passion for delivering great customer experiences – you will ensure that the client’s best interests are at the centre of everything we do. We also want you to bring your whole self to work and add to the culture.

As well as being solutions focused, resilient, authentic, adaptable, and an effective communicator, you will bring to the position:

  • Related Financial Planning qualification.
  • RG 146/ DFP is a beneficial.
  • Experience with Xplan Financial Planning Software coupled with high proficiency with MS Office programs is a bonus.
  • Well organised with outstanding attention to detail and possess the ability to manage multiple tasks and deliver to deadlines.



Our people make a real difference in the wellbeing of customers and members every day. Our ambition to be the most trusted wellbeing company in Australia therefore means that wellbeing starts with our people. Our credentials in wellbeing stretch back more than 180 years.

To ensure the safety and wellbeing of our people, customers and community, Australian Unity requires that all employees and contractors must be fully vaccinated against COVID-19 by no later than 31 December 2021 as a condition of entry of any Australian Unity workplace. In order to progress your application, you will need to provide evidence of your COVID-19 vaccination status, proof of booking for the COVID-19 vaccination, or medical exemption certificate from a registered medical practitioner. Thank you for your understanding.

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.

Should an applicant be the preferred candidate, background checks (including police checks, reference checks, ASIC banned and disqualified persons and bankruptcy checks) will be completed prior to the candidate's employment being confirmed. The outcomes of the background checks do not automatically bar candidates; however, will be assessed against the inherent requirements of the job.


For a discussion in confidence about this opportunity, please contact Erin Hoey, Talent Acquisition Specialist,