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Client Services Officer

JuniorMid levelFull-timeHybridSydney NSW, AustraliaPosted 1 month agoVerified 1 month 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.

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.

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💼

Financial services knowledge

Experience in superannuation or managed funds is essential.

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📝

Communication skills

Excellent written and verbal communication skills are required.

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View more

Meet the team

About the company

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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.

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

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