Client Service Officer

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 people. We 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 a 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 maximize customer experience to HUB24 clients.

Please note: After 2-3 months of training, this is a hybrid position requiring 2 days a week in the office.

We operate on a rotating roster between 8am - 7pm, Monday to Friday.

Responsibilities:

1. Handle inbound and outbound calls in the Contact Centre.

2. Serve as a point of contact for clients and actively manage client relationships, including producing welcome emails for new clients.

3. Assist with client inquiries aligned with the company’s service offerings and liaise with key relationships.

4. Draft and produce client communications as required by advisors and managers.

5. Manage chat and email inquiries from advisers and clients.

6. Answer calls from key advisers and service their needs, including adviser and dealer group administration.

7. Utilize effective problem-solving and time management skills in client service operations.

8. Perform other service-related tasks as assigned by your team leader.

What you'll need:

1. Experience in superannuation or managed funds, with knowledge of insurance or banking products and familiarity with platform products and wrap services (desirable).

2. Proven client service experience in a call centre environment and a passion for customer service.

3. Energized by resolving questions and supporting clients through outstanding phone interactions.

4. Strong problem-solving abilities and effective engagement with multiple stakeholders internally and externally.

5. Ability to quickly learn new technology and systems.

6. Strong written and verbal communication skills, with a positive attitude to deliver high standards consistently.

The HUB24 Story: We think creatively and are not constrained by traditional thinking or barriers to success. Led by experts and realists with ideas, grounded in commercial reality, we are bold enough to envision the future differently and advocate for what matters to our clients. We aim to lead change and are committed to empowering better financial futures for Australians.

Benefits and Life at HUB24: Learn more about our employee benefits HERE.

Check out why our people love working at HUB24

We pride ourselves on being an inclusive employer where our people can bring their whole selves to work and feel safe and supported. If you don’t feel you fit this role perfectly, we still want to hear from you. Tell us what you're interested in—you might have a skill we didn't realize we needed

The Recruitment Process:

1. Acknowledgement email once your application is submitted.

2. Our Talent team reviews applications; unsuccessful candidates will be notified.

3. If successful, our Talent team will contact you to discuss your fit for the role.

4. If you have an impairment or disability, share any accessibility requirements for the role.

5. Contact recruitment@hub24.com.au for accommodations during the recruitment process.

6. Interviews may be virtual or face-to-face with the hiring manager or team members, possibly more than two rounds.

7. Outcomes communicated to all candidates with feedback provided.

*A police check will be conducted on all successful candidates. For more details, see our HUB24 Group Recruitment Privacy Collection notice.

2024 CircleBack Initiative Employer: We commit to respond to every applicant.

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

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.

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