Client Service Officer (New South Wales)

Client Service Officer (New South Wales)

05 Aug
|
HUB24
|
New South Wales

05 Aug

HUB24

New South Wales

Ready to grow your career with an award-winning fintech?
We're hiring multiple full-time and part-time roles in our Client Services team at HUB24!
These are exciting opportunities to join an ASX-listed fintech that's transforming the wealth management industry.
We offer:
Hybrid flexibility – work from home 2–3 days per week after training
A great office in Martin Place, close to public transport
A supportive, collaborative culture that values innovation and growth
Clear career progression pathways and ongoing development
Comprehensive training and induction
You'll be part of a vibrant team that delivers exceptional client experiences and works with leading financial services professionals.
If you have experience in financial services, wealth management, investments or superannuation, and you're passionate about customer service, we'd love to hear from you.
Key Responsibilities
Be the first point of contact for clients via inbound and outbound calls, creating a positive and professional experience every time.
Build strong relationships by managing client onboarding and sending personalised welcome emails.
Respond to client and adviser enquiries across phone, email, and live chat,



ensuring timely and accurate support.
Draft and deliver clear, engaging client communications in collaboration with advisers and managers.
Support advisers and dealer groups with administration needs, acting as a trusted partner.
Apply your problem-solving skills and time management expertise to resolve queries efficiently.
Take ownership of service-related tasks assigned by your team leader and contribute to continuous improvement.
Key Requirements
Strong experience in client services, ideally in a call centre setting, and a genuine passion for helping customers.
Experience in financial services, banking, superannuation or managed funds (desirable).
Confidence in resolving queries and delivering outstanding phone interactions.
Strong problem-solving skills and the ability to collaborate effectively with multiple stakeholders.
Quick learner with the ability to adapt to new technology and systems.
Excellent written and verbal communication skills, combined with energy, positivity, and a commitment to excellence.
#J-*****-Ljbffr

📌 Client Service Officer (New South Wales)
🏢 HUB24
📍 New South Wales

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