HUB244 followers16 jobs

Client Services Officer

JuniorMid levelFull-timeHybridSydney NSW, AustraliaGold Coast, QLD, AustraliaFinanceCustomer servicePosted 14 hours agoVerified 2 days ago
Pending fitX of Y criteria met

About the job

This job is about joining HUB24's Client Services team, where you will play a vital role in delivering exceptional client experiences in the wealth management industry. Your contributions will empower clients and support their financial journeys, making a real impact on their futures. The team thrives on collaboration, innovation, and a supportive culture that values growth and creativity.

Meet the team

About the company

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2025
  • Hiring
    • Permanent hires
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2026 Hatch
  • Privacy
  • Terms
Think you're a good fit?See what the hiring team are looking for

You'll be responsible for

📞

Managing client enquiries

Providing a point of contact for clients and actively managing the client relationship, including producing welcome emails for new clients.
✉️

Drafting client communications

Drafting and producing client communications as required by advisors and managers, ensuring clarity and professionalism.
📋

Handling service-related queries

Answering phone calls from key advisers and servicing their needs, including adviser and dealer group administration.

Key criteria

📞

Client service experience

Proven experience in a call centre environment supporting clients.

View

💼

Financial services knowledge

Experience with superannuation, managed funds, or banking products.

View

🛠️

Problem-solving skills

Demonstrated ability to resolve client inquiries effectively.

View

View more

A meaningful career starts with a match

View your fit

5 criteria for this job
Client service experience
Proven experience in a call centre environment supporting clients.

View

Financial services knowledge
Experience with superannuation, managed funds, or banking products.

View

Problem-solving skills
Demonstrated ability to resolve client inquiries effectively.

View

Strong communication skills
Excellent written and verbal communication for client interactions.

View

Tech-savvy
Proven ability to quickly learn new technologies and systems.

View

Similar jobs

View all
AnglicareSA
AnglicareSA
Business Services OfficerAdelaide, SA · Full-time
Join AnglicareSA as a Business Services Officer and make a meaningful impact in Community Aged Care. This pivotal job supports the delivery of quality services, ensuring that financial and administrative operations run smoothly. The team values compassion and collaboration, creating a supportive environment where everyone can thrive.
Vanguard Australia
Vanguard Australia
Client Services AssociateMelbourne, VIC · Full-time
Vanguard Australia is seeking a Client Services Associate to join their dynamic Personal Investor business. This job is all about delivering exceptional service to both existing and new clients, as well as supporting Vanguard Super members. The team thrives in a fast-paced environment, where collaboration and a client-first mentality are key to achieving long-term financial goals.
MUFG
MUFG
Analyst, Client Service - Middle OfficeSydney, NSW · Melbourne, VIC · Full-time
The Analyst job at Mitsubishi UFJ Financial Group (MUFG) is an exciting opportunity to make your voice heard and your actions count. In this role, you will be a vital part of the Client Service function, providing essential support to Relationship Managers, Portfolio Management representatives, and other stakeholders. MUFG values collaboration, innovation, and a people-first culture, ensuring that you have the tools and support to thrive in your career.
Charter Hall
Charter Hall
Institutional Client Services Senior AnalystSydney, NSW · Full-time
This job is all about supporting the ICS team in managing investor relationships and data systems. By ensuring accurate information and streamlining processes, you will play a vital role in enhancing stakeholder reporting and decision-making. The team thrives on collaboration, innovation, and a commitment to excellence.