Join KeyInvest and help people when it matters most.
At KeyInvest, we're more than a financial services organisation. For over 147 years we've helped Australians prepare for life's important moments with confidence and care. Every conversation you have can make a genuine difference to our members, their families and our business partners.
We're looking for a customer-focused and detail-oriented Investor Services Representative to join our collaborative Investor Services team.
Whether you're already working in financial services or looking to build a long-term career in the industry, this is an opportunity to learn from experienced professionals, develop new skills and make a meaningful impact every day.
As one of the first points of contact for our members, financial advisers, funeral directors and dealer groups, you'll provide exceptional customer service while supporting a range of operational activities, including:
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Responding to member and adviser enquiries via phone, email and online channels
- Processing investor transactions accurately and efficiently
- Supporting new business, switches, withdrawals and deceased estate administration
- Building trusted relationships through professional, compassionate service
- Working collaboratively with colleagues to continually improve the customer experience
Every day is different, giving you the opportunity to broaden your knowledge and develop your expertise within financial services.
You'll thrive in this role if you enjoy helping people, solving problems and working in a team environment.
You'll bring:
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Experience in customer service, administration or a similar client-focused role
- Excellent communication and relationship-building skills
- Strong attention to detail and accuracy
- A professional, empathetic and solutions-focused approach
- The ability to manage competing priorities in a fast-paced environment
- Intermediate Microsoft Office skills
Experience within financial services and RG146 qualifications will be highly regarded, but we're equally interested in people with the right attitude, willingness to learn and commitment to delivering exceptional service.
We believe great people do their best work when they're supported, trusted and given opportunities to grow.
When you join KeyInvest, you'll enjoy:
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Purpose-driven work that makes a genuine difference to Australians and their families
- Career development opportunities with ongoing learning and pathways to grow within financial services
- Supportive leadership and a collaborative team where your contribution is recognised and valued
- Employee wellbeing initiatives that support your health and work-life balance
- A stable organisation with a proud history and a forward-looking approach to innovation and continuous improvement
If you're looking for more than just your next job—and want to build a rewarding career with an organisation that values people as much as performance—we'd love to hear from you.
Apply now and become part of the KeyInvest team. https://employmenthero.com/jobs/position/keyinvest-investor-services-representative-oi0q0
About KeyInvest Founded in 1878, KeyInvest is an APRA regulated friendly society with in excess on $400m in funds under management. KeyInvest’s core business is the issue and distribution of investment bonds and funeral bonds. KeyInvest has a growing focus on private credit and alternative assets.
