About the job
HUB24 is rethinking wealth management by combining platform, technology, and data to create better outcomes for financial professionals and their clients. This exciting opportunity allows individuals to join a dynamic Client Services team on the Gold Coast, where they can make a real impact while enjoying a supportive and collaborative culture. The team values innovation and growth, offering clear career progression pathways and a flexible work environment.
You'll be responsible for
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Being the first point of contact for clients
Creating a positive and professional experience every time through inbound and outbound calls.🤝
Building strong relationships with clients
Managing client onboarding and sending personalised welcome emails to ensure a smooth experience.💬
Responding to client and adviser enquiries
Providing timely and accurate support across phone, email, and live chat.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, with product knowledge.View
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Communication skills
Excellent written and verbal communication skills for client interactions.View
