Client Executive

HUB24

Job Location:

Sydney - Australia

Monthly Salary: Not Disclosed

Posted on: 8 hours ago

Vacancies: 1 Vacancy

Job Summary

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)

THE HUB24 STORY

We think creatively and were not constrained by traditional thinking or barriers to success. Were led by experts realists with ideas grounded in commercial reality who are bold enough 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.

Job Summary:

The primary responsibility of this position is to ensure quality service outcomes are achieved for a selection of assigned key accounts and for high value or urgent activities as determined by state distribution manager. The role will be involved in bulk and individual transitions adviser and dealer group onboarding urgent issue management and escalations as well as providing feedback and reporting to the dealer group on the service delivery.

Responsibilities:

Service Strategy:

Co-ordinate dealer group and adviser onboarding supporting new advisers of key accounts.
Managing the implementation and support of book bulk or individual transitions in particular preparing the key accounts and advisers for the transition.
Drive service initiatives to deliver seamless customer interactions and experiences whilst working with Business Improvement Team.
Develop recommendations to improve workflow customer interaction tools/ channels for key clients and transitional books.
Provide monthly (weekly for inflight books) service reporting to demonstrate transition progress identify trends service feedback and areas of improvement where required by agreement.
Focus of key customer solutions including: managing escalations / service incidents for Key Accounts and proactively pursue service recovery action where normal processes have failed.
Hands on assistance with client enquiries in line with the companys service offering e.g. applications withdrawals call centre in-species etc.
As advisers become proficient with the platform general enquiries should be managed back to business as usual channels through the call centre and Zendesk to the Platform Admin Team so as not to create an environment of over servicing.

Key Account Servicing:

Account contact to key dealer groups through training advisory and back office support.
Participate in sales activities (meetings forums as required) in line with key client pipeline or servicing needs.
Be an advisory to service escalations for any key or high net worth arrangements pertaining to our Product features and services offered.

Requirements:

It is essential that the incumbent of this role has:

3 Years Financial services experience
Understanding of various financial products/instruments available in the domestic market
Knowledge of Change Management
Operational risk management experience
Analytics and business reporting skills
Strong communication skills both written & verbal

It is essential that the incumbent of this role possess the ability to:

Build strong working relationships built on trust and respect
Persuade and influence the thoughts and actions of others.
Negotiate successful outcomes
Articulate and persuasively present critical arguments
Build rapport and professional credibility
Commitment to high standards of client service with a balanced focus on the commercial priorities of the business
An optimistic nature with the ability to see strengths and potential that can be leveraged
Desire and willingness to strive to achieve optimal results
A flexible and agile approach that enables them to effectively respond in a fast-moving and changing environment
A continual improvement mindset
A calm and considered demeanour when working under pressure to meet deadlines or deal with difficult situations

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 email and one of our team will contact you.
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 noticecan be found here.

2024 CircleBackInitiative Employer we commit to respond to every applicant.

Endorsed by WORK180 we are proud to be recognised as an employer of choice for women.

We have been nominated and placed on theBOSS Best Places to work list.

Seek Star Awards 2024 - Nominated as a finalist for theBest Employer Brand Initiative

HUB24 is an equal opportunity employer.We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds including Aboriginal and Torres Strait Islander peoples people with disabilities people from culturally and linguistically diverse communities and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements please let us know were here to support you

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 tha...