Client Service Officer

About HUB24

HUB24 is an innovative ASX-listed fintech company revolutionizing the wealth management sector by blending platform technology and data to enhance financial outcomes for professionals and their clients. Our core mission is to empower better financial futures collaboratively. With over 1,100 employees across Australia in multiple offices, including the Gold Coast, HUB24 prides itself on bold ideas, swift execution, and impactful contributions across teams and clients alike.

Why Work Here?

• Collaborate with intelligent, proactive colleagues who prioritize results.
• Exchange ideas that are listened to, experimented with, and implemented.
• Develop your career flexibly with support to learn and pursue new roles.

Additional benefits enhance both professional and personal wellbeing, including flexible work arrangements, employee share scheme, extended leave options, parental support, and everyday discounts.

Role Overview

We are seeking multiple full-time Client Service Officers to join our Gold Coast team, delivering exceptional client experiences within the wealth management industry. This role offers hybrid work flexibility post-training, clear pathways for career growth, and a culture that nurtures innovation and teamwork.

Key Responsibilities

• Serve as the primary contact for clients via incoming and outgoing calls, ensuring a professional and positive interaction every time.
• Foster strong client relationships through managing onboarding and sending customized welcome messages.
• Address client and adviser inquiries promptly across phone, email, and live chat channels.
• Create clear and engaging client communications collaboratively with advisers and managers.
• Assist advisers and dealer groups with administrative support, acting as a reliable partner.
• Apply effective problem-solving and time management to resolve client issues efficiently.
• Take responsibility for service tasks as assigned and contribute to process improvements.

Requirements and Skills

• Experience in superannuation or managed funds, familiarity with insurance or banking products, and understanding of platform and wrap services is advantageous.
• Demonstrated success in client service roles, preferably in a call center environment, with a genuine customer focus.
• Confidence in resolving enquiries and providing excellent telephone interactions.
• Strong collaborative skills and problem-solving capabilities.
• Quick adaptability to new technologies and systems.
• Outstanding verbal and written communication skills, along with enthusiasm and dedication to quality service.

Application Process

• Applicants will receive an acknowledgement upon submission.
• The Talent team will review applications and provide updates.
• Shortlisted candidates will be contacted for further discussions.
• Interviews may be conducted virtually or in person.
• Feedback and final decisions will be communicated promptly.

Inclusivity Statement

We strive to cultivate an inclusive workplace where everyone feels appreciated and supported. Applicants from diverse backgrounds, identities, and experiences are warmly encouraged to apply.

Additional Information

Work involves on-site presence in the Gold Coast office with hybrid flexibility (2-3 days remote after training). This opportunity is ideal for those eager to grow in a pioneering fintech environment focusing on wealth management.