Client Services Officer at HUB24 Limited

Sydney, New South Wales, Australia -

Full Time

Start Date

Immediate

Expiry Date

13 Jul, 26

Salary

0.0

Posted On

14 Apr, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Client services, Call centre operations, Financial services, Wealth management, Superannuation, Managed funds, Problem solving, Time management, Communication skills, Stakeholder engagement, Relationship management, Data solutions, Platform products, Wrap services, Customer service

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: Ready to grow your career with an award-winning fintech? We’re hiring multiple full-time and part-time roles in our Client Services team at HUB24 across Sydney and the Gold Coast! This is an exciting opportunity to join an ASX-listed fintech that’s transforming the wealth management industry. We offer: ✅ Hybrid flexibility – work from home 2–3 days per week after training ✅ A vibrant office in Martin Place ✅ Clear career progression pathways and ongoing development ✅ A supportive, collaborative culture that values innovation and growth You’ll be part of a team that delivers exceptional client experiences and works with leading financial services professionals. If you have experience in financial services, wealth management, investments or superannuation, and you’re passionate about customer service, we’d love to hear from you. Apply now and take the next step in your career with HUB24! 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: 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

The role involves managing inbound and outbound client enquiries via phone, chat, and email while maintaining strong relationships with financial advisers. You will also be responsible for drafting client communications and performing administrative tasks related to dealer groups and platform services.