HUB244 followers16 jobs

Client Services Officer

JuniorMid levelFull-timeHybridSydney NSW, AustraliaGold Coast, QLD, AustraliaPeople and cultureCustomer servicePosted 3 weeks agoVerified 6 days ago
Pending fitX of Y criteria met

About the job

HUB24 is on a mission to transform the wealth management industry, and they are looking for enthusiastic individuals to join their Client Services team. This job offers an exciting opportunity to be part of an innovative ASX-listed fintech that values creativity and collaboration. With a supportive culture and clear career progression pathways, team members are empowered to make a real impact on client experiences.

Meet the team

About the company

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Think you're a good fit?See what the hiring team are looking for

You'll be responsible for

📞

Being the first point of contact for clients

Creating a positive and professional experience every time through inbound and outbound calls.
✉️

Managing client onboarding

Building strong relationships by sending personalised welcome emails and ensuring a smooth onboarding process.
💬

Responding to client enquiries

Providing timely and accurate support across phone, email, and live chat.

Key criteria

📞

Client service experience

Proven track record in delivering exceptional client support

View

💼

Financial services knowledge

Experience in superannuation, managed funds, or banking products

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📝

Communication skills

Excellent written and verbal skills for client interactions

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View more

A meaningful career starts with a match

View your fit

5 criteria for this job
Client service experience
Proven track record in delivering exceptional client support

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Financial services knowledge
Experience in superannuation, managed funds, or banking products

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Communication skills
Excellent written and verbal skills for client interactions

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Problem-solving abilities
Strong skills in resolving client queries efficiently

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Adaptability to technology
Quick learner with ability to adapt to new systems

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