Client Service Officer

3 weeks ago

Gold Coast City, Australia Class Limited Full time

HUB24 Contact Centre Role

HUB24 leads the wealth industry as a top provider of integrated platform, technology, and data solutions. We foster innovation, ambition, and agility, empowering our employees to bring their ideas and creativity to work.

HUB24 Limited is listed on the Australian Securities Exchange (ASX: HUB). As we grow, we are seeking to add a full-time team member to our Gold Coast or Sydney office. This role offers opportunities for career development within our award-winning contact centre, emphasizing exceptional customer service and client satisfaction.

Note: After 2-3 months of training, this position will operate on a hybrid model, requiring in-office presence 2 days per week. The working hours are on a rotating roster from 8am to 7pm, Monday to Friday.

Responsibilities

1. Handle inbound and outbound calls in the contact centre.
2. Serve as a primary contact for clients, managing relationships and producing welcome emails for new clients.
3. Assist with client inquiries aligned with our service offerings and liaise with key relationships.
4. Draft and produce client communications for advisors and managers.
5. Manage chat and email inquiries from advisers and clients.
6. Respond to calls from key advisers, supporting their needs including adviser and dealer group administration.
7. Apply effective problem-solving and time management skills in client service operations.
8. Address other service-related queries as assigned by your team leader.

Requirements

- Experience in superannuation or managed funds, with knowledge of insurance, banking products, and familiarity with platform products and wrap services (desirable).
- Proven client service experience in a call centre environment with a passion for customer support.
- Energetic and motivated to resolve questions and support clients via excellent phone interactions.
- Strong problem-solving skills and ability to engage multiple stakeholders effectively.
- Ability to quickly learn new technology and systems.
- Excellent verbal and written communication skills, with a positive attitude and high standards.

About HUB24

We think creatively and are not constrained by traditional barriers. Led by experts with bold ideas, we are committed to leading change and empowering better financial futures for Australians.

Benefits and Culture

Learn more about our employee benefits HERE. We pride ourselves on being an inclusive employer where everyone can bring their whole selves to work. Even if you don't meet all criteria, we encourage you to apply and tell us about your skills and interests.

The Recruitment Process

- Application acknowledgment email.
- Application review by our Talent team; unsuccessful applicants will be notified.
- Next stages involve discussions with our Talent team about your fit for the role.
- Accessibility accommodations can be arranged by contacting recruitment@hub24.com.au.
- Interviews may be virtual or face-to-face, with more than one stage possible.
- Outcome notifications and feedback will be provided.

*A police check will be conducted on all successful candidates.* Further details are available in our HUB24 Group Recruitment Privacy Collection notice.

We are committed to responding to every applicant, recognized as an employer of choice for women by WORK180, and listed among the BOSS Best Places to Work. We are also a finalist for the Seek Star Awards 2024 - Best Employer Brand Initiative.

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