HUB246 followers51 jobs

Client Services Officer

JuniorMid levelFull-timeHybridSydney NSW, AustraliaPosted 4 days agoVerified 4 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. The impact of your work will be felt across the wealth management industry as you help clients navigate their financial journeys. The team thrives in a supportive and collaborative culture that values innovation and growth.

Meet the team

About the company

  • Explore
    • Jobs
    • Companies
    • People
    • Communities
    • Hatch Hotlist 2025
  • Hiring
    • Permanent hires
    • Student placements
  • Resources
    • Blog
    • Community stories
    • Career advice
    • Customer stories
    • Help centre
  • Hatch
    • About
    • Careers
    • Contact
    • Hatch updates
    • Media enquiries
  • © 2026 Hatch
  • Privacy
  • Terms

You'll be responsible for

📞

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 client 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

📞

Client service experience

Proven experience in client service, ideally in a call centre.

View

💼

Financial services knowledge

Experience in superannuation or managed funds is essential.

View

📝

Communication skills

Excellent written and verbal communication skills are required.

View

View more

A meaningful career starts with a match

Apply on HUB24
You'll apply on an external website
Think you're a good fit?See what the hiring team are looking for

View your fit

5 criteria for this job
Client service experience
Proven experience in client service, ideally in a call centre.

View

Financial services knowledge
Experience in superannuation or managed funds is essential.

View

Communication skills
Excellent written and verbal communication skills are required.

View

Problem-solving abilities
Demonstrated problem-solving skills to resolve client queries efficiently.

View

Adaptability to technology
Quick learner with experience using new technology and systems.

View

Similar jobs

View all
Queensland Department of Education
Queensland Department of Education
Executive Services Officer - Metropolitan South RegionBrisbane, QLD · Full-time
The Executive Services Officer position is all about supporting the operations of the Metropolitan South Region's office. This job plays a crucial role in ensuring effective communication and coordination among various departmental clients and community organizations. The team thrives on collaboration, professionalism, and a commitment to making a positive impact in the community.
Queensland Corrective Services
Queensland Corrective Services
Probation Services OfficerMaryborough, QLD · Full-time
The job of a Probation Services Officer with Community Corrections is all about making a positive impact in the community. This exciting opportunity focuses on delivering evidence-informed case management and individualized support to individuals under supervision orders, ensuring community safety and reducing reoffending. The team values collaboration and relationship development with stakeholders to create sustainable community service projects, making a real difference in people's lives.
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.
E&P Financial Group
E&P Financial Group
Client Services Associate - Private Wealth ManagementBrisbane, QLD · Full-time
The Client Services Associate position at E&P Financial Group is a fantastic opportunity for someone who thrives in a supportive role within the Private Wealth Management team. This job is all about ensuring that the Advisers can focus on their clients while you handle the essential behind-the-scenes tasks. The team values collaboration and a positive approach, making it a great fit for those who enjoy working in a dynamic environment.