Client Services Officer (New South Wales)

Client Services Officer (New South Wales)

06 Aug
|
HUB24
|
New South Wales

06 Aug

HUB24

New South Wales

HUB24 is a publicly listed fintech that offers an integrated platform, technology, and data solutions for the wealth industry.
We believe the smartest investments start with our people and strive to innovate while moving fast.
Employees are encouraged to bring ideas and creativity to work in an environment that supports real impact on business and customer success.
We're hiring full‐time and part‐time roles in our Client Services team for Sydney and the Gold Coast.
This is an exciting opportunity to join an ASX‐listed fintech that's transforming the wealth management industry.
Benefits
Hybrid flexibility – work from home 2–3 days per week after training.
A vibrant office in Martin Place.
Clear career progression pathways and ongoing development.
A supportive, collaborative culture that values innovation and growth.
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.
Requirements
Experience in superannuation or managed funds, with knowledge of insurance or banking products and familiarity with platform and wrap services (desirable).
A proven track record in client service, ideally in a call centre environment, and a genuine passion for helping customers.
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.
Equal Opportunity Employer
HUB24 is an equal opportunity employer committed to creating an inclusive setting where diverse perspectives are valued.
We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations.
If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we're here to support you.
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📌 Client Services Officer (New South Wales)
🏢 HUB24
📍 New South Wales

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