Client Service Officer

22 hours ago

Sydney, Australia HUB24 Full time

**Introduction**:

- Join a vibrant, award-winning fintech, recognised for excellence in our client offering
- Be part of a team who are totally focused on delivering an outstanding client experience
- Long term career development opportunities through ongoing business growth

HUB24 is an award-winning investment and superannuation platform, with company head office based in Sydney CBD.

We are looking for an experienced Client Service Officer to join our team, who is committed to providing a truly excellent experience to our clients. Your role will involve providing support to financial advisers over the phone and taking ownership for resolving enquiries effectively.

What’s important to our clients is what’s important to us. This role is committed to delivering across a number of areas to meet our clients’ needs and is able to add value to the client relationship by exceeding their expectations.

**Description**:
Contact Centre inbound and outbound call enquiries
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.
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

**Skills and Experiences**:
Superannuation or managed funds experience, with a knowledge of insurance 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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