Client Service Officer-2

Overview

Join to apply for the Client Service Officer-2 role at HUB24 Limited.

HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. We are innovative and ambitious, and we move fast. 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 we're not constrained by traditional thinking or barriers to success. We're 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.

Job Summary

HUB24 is growing, and we are looking to add an additional full-time position to our Gold Coast or Sydney team. If you\'re 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 per 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 company's service offering and liaise with key relationships
• Draft and produce client communications as required by advisors and managers
• Managing chat and email enquiries from advisers/clients
• Answering phone calls from key advisers and servicing their needs including adviser and 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 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 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 you're a person with an impairment or disability, this is an opportunity to share accessibility requirements 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
• We will communicate outcomes to candidates and provide feedback
• As part of our process, a police check will be conducted on all successful candidates. Further details can be found in our Recruitment Privacy Collection notice

Equal Opportunity

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 – we're here to support you.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

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