Client Service Officer
Client Service Officer
Posted on :
26-05-2025
Employer Active
1 Vacancy
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Job Description
HUB24 leads the wealth industry as the best provider of integrated platform technology and data solutions. At HUB24 we know the smartest investments start with our are innovative and ambitious and we move fast.
At HUB24 we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape we build a culture that supports our team members to have a real impact on our business and the success of our customers.
HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)
HUB24 is growing and we are looking to add an additional full time position to our Gold Coast or Sydney team. If youre interested in exploring a career within our award winning contact centre with plenty of room for career development and growth then this could be the opportunity for you.
Join a professional fun and vibrant culture where the primary responsibility is to provide exceptional service and maximise customer experience to HUB24 clients.
Please note following 2-3 months of training this is a hybrid position with 2 days a week In office required.
We operate on a rotating roster between 8am - 7pm Monday to Friday.
Responsibilities:
- Contact Centre inbound and outbound call enquiries
- Provide a point of contact for clients and actively manage the client relationship including producing welcome emails for new clients.
- Assist with client enquiries in line with the companys service offering and liaise with key relationships.
- Draft and produce client communications as required by advisors and managers.
- Managing Chat & email enquiries from advisers/clients.
- Answering phone calls from key advisers and servicing their needs including adviser & dealer group administration.
- Utilise effective problem solving and time management skills in client service operations.
- Other service-related queries as required and to be assigned by your team leader
- Answering phone calls from key advisers and servicing their needs including adviser & dealer group administration
- Utilise effective problem solving and time management skills in client service operations
- Other service-related queries as required and to be assigned by your team leader
What youll need:
- Superannuation or managed funds experience with a knowledge of insurance or banking products and familiarity with platform products and wrap services (desirable)
- Proven client service experience in a call centre environment and a passion for customers.
- Energised by resolving questions and supporting clients through outstanding phone interaction
- Great problem-solving abilities and the ability to engage multiple stakeholders effectively both internally and externally.
- Have a proven ability to pick up new technology and systems quickly.
- Strong written and verbal communication skills and the energy and positivity to deliver to a high standard every time.
THE HUB24 STORYWe thinkcreativelyand were not constrained by traditional thinking or barriers to success. Were led byexperts realists with ideas grounded in commercial reality who areboldenough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.
Benefits and Life at HUB24 Learn more about our employee benefits HERE.
We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so. If you dont feel you fit this role 100% we would still love to hear from you. Tell us what youre interested in - you still might have a skill we didnt realise we needed!
The Recruitment Process:
- Acknowledgement email once your application has been submitted.
- Our Talent team will start reviewing your application if unsuccessful you will be notified.
- If your application progresses to the next stage our Talent team will be in touch to discuss your alignment with the role.
- If youre a person with an impairment or disability this is an opportunity to share with us any accessibility requirements that you may have for the role.
- Should you require any accommodations to the recruitment process please contact and one of our team will be in touch.
- Interviews can happen virtually or face to face with the hiring manager or other members of the broader team. Depending on the role there may be more than two interviews.
- Communication of outcomes to successful and unsuccessful candidates and feedback provided.
*As part of our process a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.
2024 CircleBackInitiative Employer we commit to respond to every applicant.
We have been nominated and placed on the BOSS Best Places to work list.
Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative
Required Experience:
Unclear Seniority
Employment Type
Full-Time
Key Skills
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