Client Service Officer, January 2023
18 hours ago
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)
We are looking for an experienced Client Service Officer to join our team, this role will be located in our Gold Coast office.
**Responsibilities**:
- 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
- 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
**What you'll need**:
- 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.
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 because, even though we’ve come such a long way together, we’re not done yet - we’re committed to empowering better financial futures for more Australians.
We know that when our people are engaged and happy, our customers feel the difference. We operate a hybrid workplace model across our offices with plenty of work from home flexibility: Tell us what you need to be successful. Come help us grow and evolve so we can empower better financial futures.
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