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)

The role

We are looking for an experienced Client Service Officer to join our award winning Contact Centre team, based in the Sydney office. You will be part of a professional, fun and vibrant culture where the primary responsibility is to provide exceptional service and maximise customer experience to HUB24 clients.

• Contact Centre inbound and outbound call enquiries
• Provide a point of contact for clients and actively manage the client relationship including producing welcome emails for new clients.
• 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.
• Managing Chat & email enquiries from advisers/clients.
• 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

• 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.

THE HUB24 STORY

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 and are committed to empowering better financial futures for more Australians.

HUB24 Employee Benefits

Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).

Unlimited Access to LinkedIn Learning: Learn, grow, and develop with us.

Special Leave: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.

Volunteer Day: 1 day Volunteer Day to use on your charity of choice.

Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.

Flexible Working: We offer hybrid working arrangements.

HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.

Employee Assistance Program: Well-being Service provided to you plus your family members.

We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.

“Delivering innovation that creates value for you and your clients”

If you don't feel you fit this role 100%, we would still love to hear from you! Tell us what you're interested in - you still might have a skill we didn't realize we needed!

“We are a 2023 Circle Back Initiative Employer – we commit to respond to every applicant.”