Client Service Officer at HUB24 Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

11 Jun, 26

Salary

0.0

Posted On

13 Mar, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client Service, Contact Centre, Inbound Calls, Outbound Calls, Relationship Management, Client Communication, Chat Enquiries, Email Enquiries, Problem Solving, Time Management, Administration, Technology Adoption, Verbal Communication, Written Communication

Industry

Financial Services

Description

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 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. Benefits and Life at HUB24 Learn more about our employee benefits HERE. Job Summary: HUB24 is expanding and we’re looking to add a part-time team member to our Gold Coast or Sydney office. This role offers 20 hours per week, working Monday to Thursday. If you're interested in building a career within our award-winning contact centre, where there’s plenty of opportunity for growth and development, this could be the perfect fit. You'll be joining a professional, fun and vibrant team dedicated to delivering exceptional service and enhancing the customer experience for HUB24 clients. Following an initial training period of 2–3 months, the role transitions to a hybrid arrangement, with two days per week required in the office. We operate on a rotating roster between 9:00am/9:30am and 2:00pm/2:30pm, Monday to Thursday. Responsibilities: Responsibilities: 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 Requirements: Requirements: 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 Recruitment Process Acknowledgement email once your application has been submitted. Our Talent team will start reviewing your application. If unsuccessful, you will be notified. If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role. If you’re a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role. Should you require any accommodations to the recruitment process, please email recruitment@hub24.com.au, and one of our team will contact you. Interviews can happen virtually or face-to-face with the hiring manager or other members of the broader team. Depending on the role, there may be more than two interviews. Communication of outcomes to successful and unsuccessful candidates and feedback provided. *As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here. 2024 Circle Back Initiative Employer – we commit to respond to every applicant. Endorsed by WORK180, we are proud to be recognised as an employer of choice for women. We have been nominated and placed on the BOSS Best Places to work list. Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative HUB24 is an equal opportunity employer. We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we’re here to support you 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.

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Responsibilities

Responsibilities include handling inbound and outbound contact center calls, serving as a client point of contact, managing relationships, and producing client communications. The role also involves managing chat and email inquiries from advisors and clients, and servicing advisor needs including administration.