About the job
HUB24 is on an exciting journey, leading the wealth industry with innovative technology and data solutions. Joining the Client Services team means being part of a vibrant culture that values creativity and collaboration, where every team member has the opportunity to make a real impact. With a focus on exceptional client experiences, this job offers a chance to grow your career in a supportive environment.
You'll be responsible for
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Being the first point of contact for clients
Be the first point of contact for clients via inbound and outbound calls, creating a positive and professional experience every time.🤗
Building strong relationships
Build strong relationships by managing client onboarding and sending personalised welcome emails.✉️
Responding to client enquiries
Respond to client and adviser enquiries across phone, email, and live chat, ensuring timely and accurate support.Key criteria
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Client service experience
Proven track record in client service, ideally in a call centre.View
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Financial services knowledge
Experience in superannuation or managed funds is essential.View
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Communication skills
Excellent written and verbal communication skills are required.View
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