Job Overview
HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions.
Key Responsibilities
1. Be the first point of contact for clients via inbound and outbound calls, creating a positive and professional experience every time.
2. Build strong relationships by managing client onboarding and sending personalised welcome emails.
3. Respond to client and adviser enquiries across phone, email, and live chat, ensuring timely and accurate support.
4. Draft and deliver clear, engaging client communications in collaboration with advisers and managers.
5. Support advisers and dealer groups with administration needs, acting as a trusted partner.
As you embark on this role, you will be part of a dynamic team dedicated to delivering exceptional results and fostering long-term relationships. You will have the opportunity to make a meaningful impact and contribute to the growth and success of our organisation.
Required Skills and Qualifications
* Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues alike.
* Excellent customer service skills, with a focus on delivering timely and effective solutions.
* Ability to work collaboratively within a team environment, supporting colleagues and contributing to overall goals.
* Proficiency in relevant software applications, including email and communication tools.
* Strong analytical and problem-solving skills, with the ability to navigate complex situations effectively.