25 Aug
|
HUB24
|
Victoria
Job Description
About HUB24
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At HUB24, we're rethinking the way wealth management works, combining platform, technology and data to create better outcomes for financial professionals and their clients.
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Our purpose is simple: Empower better financial futures, together.
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What sets us apart is how we work. We back bold thinking, move with pace, and turn ideas into action. You'll have the opportunity to make a real impact across your team, the business, and for the clients we support every day.
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HUB24 Limited is an ASX-listed company (ASX: HUB) and part of the ASX100. We have over 1,100 employees across Australia, with offices in Sydney, Melbourne, Brisbane, Perth and the Gold Coast.
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Why you'll enjoy working here
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We create an workplace where you can do your best work and see the impact of it.
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Work with smart, collaborative people who get things done.
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Your ideas won't sit in a backlog, they'll be heard, tested and actioned.
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Grow your career your way, with support to learn, stretch and explore new opportunities.
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We also offer benefits to support you inside and outside of work:
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Genuinely flexible and hybrid ways of working.
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Employee Share Scheme.
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Additional leave and wellbeing support.
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Enhanced parental leave and support through different life stages.
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Everyday benefits, including discounts and financial wellbeing support.
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Why this is an exciting opportunity
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As part of the MyProsperity team, the Customer Support Specialist plays a critical role in delivering a highly responsive, high-quality support experience to our partners and, in turn, their clients.
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This role owns client and partner issues end-to-end, including complex and technical queries, while effectively triaging across internal teams and escalating where deeper technical expertise is required.
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As a key contributor to the post-sales experience, the role drives customer satisfaction, supports adoption of the MyProsperity platform, and surfaces insights and feedback to continuously improve customer outcomes.
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What You'll Be Doing
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Customer Support & Issue Resolution
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Respond to customer enquiries in a timely, professional, and customer-focused manner
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Resolve product, usage, and "how-to" queries efficiently
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Manage complex or technical issues end-to-end, ensuring timely investigation and resolution
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Triage issues across internal teams, engaging the right expertise to drive outcomes
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Escalate cases requiring deeper technical investigation while maintaining ownership and clear communication with customers
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Liaise with external data providers where required to investigate and resolve data-related issues
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Accurately log all customer interactions and outcomes within support systems
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Identify and escalation complaints in line with internal policies, partnering with management to support resolution and risk management
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Customer Experience
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Deliver a consistent, high-quality experience across all customer interactions
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Build strong rapport and trust through clear, proactive communication and reliable follow-through
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Capture and share customer feedback to continuously improve service and outcomes
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Product Adoption & Guidance
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Support customers with best-practice product usage and workflows
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Identify common friction points and proactively drive solutions
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Promote the use of self-service tools, including knowledge bases and FAQs
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Operational Excellence
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Maintain accurate records of customer interactions, issues, and resolutions
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Adhere to defined support processes, SLAs, and escalation frameworks
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Contribute to knowledge base articles, FAQs, and internal documentation
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Support continuous improvement of support processes, tools, and ways of working
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Collaboration & Continuous Improvement
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Share recurring issues, trends, and product feedback with relevant teams
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Participate in training, coaching, and team initiatives
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Identify opportunities to improve efficiency, scalability, and overall service quality
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What You Bring
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You don't need to tick every box, but experience in the below will set you up for success.
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Experience & Skills
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Skills, Attributes, Qualifications and Experience
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At least 3 years experience in customer service and support roles
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Strong technical/functional knowledge of software systems and applications
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Experience using Zendesk for managing customer enquiries and support tickets is highly regarded.
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Preferably hands-on domain experience in accounting or financial planning
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Strong communication and problem-solving skills
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Exceptional customer service mindset and approach
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Relationship management skills for engaging with internal and external stakeholders
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Highly motivated self-starter with the ability to balance, prioritise and provide accurate troubleshooting and resolutions to partners, the sales and account management team and end
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Our process
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You'll receive an acknowledgement after applying.
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Our Talent team will review your application and keep you updated.
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If shortlisted, we'll connect to learn more about you.
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Interviews may be virtual or in person.
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You'll receive an outcome and feedback.
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If you need any adjustments, please let us know - we're here to support you.
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Our commitment
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We're committed to building an inclusive environment where everyone feels valued and supported to do their best work. We welcome applications from people of all backgrounds, identities and experiences.
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Agencies, we work with a panel of preferred suppliers and are not accepting any unsolicited CVs.
#J-*****-Ljbffr
📌 Customer Support Specialist (Victoria)
🏢 HUB24
📍 Victoria