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Client Services Officer
HUB24 Limited
Sydney, KSA
Full Time
Entry
Hybrid
4 weeks ago
Customer ServiceCall CentreProblem SolvingCommunicationTime ManagementSuperannuation
Free
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Customer ServiceCall CentreProblem Solving
About the Role
HUB24 is hiring multiple Client Services Officers to join their team in Sydney or Gold Coast. You will handle inbound and outbound calls, emails, and chat enquiries from financial advisers and clients, providing exceptional service.
Key Skills for This Role
Customer ServiceCall CentreProblem SolvingCommunicationTime ManagementSuperannuation
Responsibilities
- Handle inbound and outbound call enquiries in a contact centre
- Provide a point of contact for clients and manage client relationships, including producing welcome emails
- Assist with client enquiries and liaise with key relationships
- Draft and produce client communications as required
- Manage chat and email enquiries from advisers/clients
- Answer phone calls from key advisers and service their needs
- Utilise effective problem solving and time management skills in client service operations
Requirements
- Superannuation or managed funds experience, with knowledge of insurance or banking products and familiarity with platform products and wrap services (desirable)
- Proven client service experience in a call centre environment
- Great problem solving abilities and ability to engage multiple stakeholders
- Proven ability to pick up new technology and systems quickly
- Strong written and verbal communication skills
Full Job Posting
Job Summary
- HUB24 is hiring multiple full time and part time roles in Client Services across Sydney and the Gold Coast.
- This is an opportunity to join an ASX listed fintech transforming the wealth management industry.
We Offer
- Hybrid flexibility – work from home 2–3 days per week after training
- A vibrant office in Martin Place
- Clear career progression pathways and ongoing development
- A supportive, collaborative culture that values innovation and growth
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 company’s 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
Requirements
- 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.
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