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Client Service Officer - Expression of interest

extra holidays - extra parental leave - fully flexible
Remote: 
Hybrid
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 
Gold Coast (AU)

Offer summary

Qualifications:

Experience in superannuation or managed funds, Proven client service in a call centre, Strong written and verbal communication skills, Quick adaptability to new technology.

Key responsabilities:

  • Handle inbound and outbound client calls
  • Manage client relationships and enquiries
  • Draft and produce client communications
  • Respond to adviser and client query emails
  • Utilize problem-solving and time management skills
HUB24 Limited logo
HUB24 Limited Financial Services SME https://www.hub24.com.au
501 - 1000 Employees
See more HUB24 Limited offers

Job description

HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.

At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.

HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)

HUB24 is growing, and we will be looking to add several positions to our Gold Coast team in the coming months. If you're interested in exploring a career within our award winning contact centre, with plenty of room for career development and growth, then this could be the opportunity for you.

Join a professional, fun and vibrant culture where the primary responsibility is to provide exceptional service and maximise customer experience to HUB24 clients.

Please note following 2-3 months of training this is a hybrid position with 2 days a week In office required.


Responsibilities:
  • Contact Centre inbound and outbound call enquiries
  • Provide a point of contact for clients and actively manage the client relationship including producing welcome emails for new clients.
  • Assist with client enquiries in line with the company’s service offering and liaise with key relationships.
  • Draft and produce client communications as required by advisors and managers.
  • Managing Chat & email enquiries from advisers/clients.
  • Answering phone calls from key advisers and servicing their needs including adviser & dealer group administration.
  • Utilise effective problem solving and time management skills in client service operations.
  • Other service-related queries as required and to be assigned by your team leader
  • Answering phone calls from key advisers and servicing their needs including adviser & dealer group administration
  • Utilise effective problem solving and time management skills in client service operations
  • Other service-related queries as required and to be assigned by your team leader

  • What you'll need:
  • Superannuation or managed funds experience, with a knowledge of insurance or banking products and familiarity with platform products and wrap services (desirable)
  • Proven client service experience in a call centre environment, and a passion for customers.
  • Energised by resolving questions and supporting clients through outstanding phone interaction
  • Great problem-solving abilities and the ability to engage multiple stakeholders effectively both internally and externally.
  • Have a proven ability to pick up new technology and systems quickly.
  • Strong written and verbal communication skills, and the energy and positivity to deliver to a high standard every time.
  • THE HUB24 STORY
     
    We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians.
     
    HUB24 Employee Benefits
     
    Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).
    Unlimited Access to LinkedIn Learning: Learn, grow, and develop with us.
    Purchase and Bonus Leave: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.
    Volunteer Day: 1 day Volunteer Day to use on your charity of choice.
    Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.
    Flexible Working: We offer hybrid working arrangements.
    HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partner.
    Employee Assistance Program: Well-being Service provided to you plus your family members.
     
    We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so.

    “Delivering innovation that creates value for you and your clients”
     
    If you don't feel you fit this role 100%, we would still love to hear from you! Tell us what you're interested in - you still might have a skill we didn't realise we needed!
     
    *As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here.

    2024 Circle Back Initiative Employer – we commit to respond to every applicant.
    Endorsed by WORK180, we are proud to be recognised as an employer of choice for women.
    We have been nominated and placed on the BOSS Best Places to work list.

    Required profile

    Experience

    Level of experience: Mid-level (2-5 years)
    Industry :
    Financial Services
    Spoken language(s):
    English
    Check out the description to know which languages are mandatory.

    Other Skills

    • Problem Solving
    • Technical Acumen
    • Time Management
    • Verbal Communication Skills

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