HUB246 followers51 jobs

Client Services Officer

JuniorMid levelFull-timeHybridSydney NSW, AustraliaGold Coast, QLD, AustraliaPosted 3 weeks agoVerified 4 weeks ago
Pending fitX of Y criteria met

About the job

Join HUB24, a leading fintech transforming the wealth management industry, as part of the Client Services team! This exciting opportunity allows you to grow your career in a supportive and innovative environment. Enjoy hybrid flexibility, clear career progression pathways, and a vibrant office culture that values collaboration and creativity.

Meet the team

About the company

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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.
📞

Handling inbound and outbound calls

Contact Centre inbound and outbound call enquiries, answering phone calls from key advisers and servicing their needs.

Key criteria

📞

Client service experience

Proven experience in a call centre environment delivering exceptional service.

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💼

Financial services knowledge

Experience in superannuation or managed funds, including relevant products.

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🛠️

Problem-solving skills

Demonstrated ability to resolve client inquiries effectively and efficiently.

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A meaningful career starts with a match

Apply on HUB24
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5 criteria for this job
Client service experience
Proven experience in a call centre environment delivering exceptional service.

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Financial services knowledge
Experience in superannuation or managed funds, including relevant products.

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

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

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

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