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Client service officer

Gold Coast
Class Limited
Posted: 15 June
Offer description

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

We empower our employees to bring ideas and creativity to work. Our culture supports team members to have a real impact on our business and our customers' success, avoiding bureaucracy and red tape.

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

As HUB24 grows, we are adding several positions to our Gold Coast team. If you're interested in a career within our award-winning contact centre, with opportunities for growth, this could be the right opportunity for you.

Join a professional, fun, and vibrant culture focused on providing exceptional service and maximizing customer experience.

We are hiring for several part-time positions (~19 hours/week).

Please note: After 2-3 months of training, this is a hybrid role requiring 2 days in the office each week.


Responsibilities:

1. Handle inbound and outbound calls in the Contact Centre.
2. Be a point of contact for clients, actively managing relationships, including sending welcome emails to new clients.
3. Assist with client inquiries aligned with our service offerings and liaise with key relationships.
4. Draft and produce client communications as needed by advisors and managers.
5. Manage chat and email inquiries from advisers and clients.
6. Answer calls from key advisers, servicing their needs, including adviser and dealer group administration.
7. Apply effective problem-solving and time management skills in client service operations.
8. Handle other service-related queries as assigned by your team leader.


What you'll need:

* Experience with superannuation or managed funds, knowledge of insurance or banking products, and familiarity with platform and wrap services (desirable).
* Proven client service experience in a call centre, with a passion for customer satisfaction.
* Enthusiasm for resolving questions and supporting clients via phone interactions.
* Strong problem-solving skills and ability to engage multiple stakeholders effectively.
* Ability to quickly learn new technology and systems.
* Excellent written and verbal communication skills, with a positive attitude and high standards.

About HUB24 : We think creatively and are not constrained by traditional thinking. Led by experts, we aim to lead change and empower better financial futures for Australians.

Benefits and Life at HUB24 : Learn more about our employee benefits HERE .

Why our people love working at HUB24

We pride ourselves on being an inclusive employer where everyone can bring their whole selves to work and feel safe and supported. If you don't meet every requirement, we still encourage you to apply and tell us what you're interested in—your skills might be just what we need


The Recruitment Process:

* Receive an acknowledgment email once your application is submitted.
* Our Talent team reviews applications and notifies unsuccessful candidates.
* If successful, you'll be contacted to discuss your fit for the role.
* If you have an impairment or disability, share any accessibility requirements with us.
* Contact for accommodations during recruitment.
* Interviews may be virtual or face-to-face, with more than one round depending on the role.
* Outcome notifications and feedback will be provided to all candidates.

*A police check will be conducted for all successful candidates. More details are available in our HUB24 Group Recruitment Privacy Collection notice .

2024 CircleBack Initiative Employer : We commit to respond to every applicant.

Endorsed by WORK180, we are proud to be recognized as an employer of choice for women.

We have been nominated and listed on the BOSS Best Places to Work list.

Seeking Star Awards 2024: Nominated as a finalist for the Best Employer Brand Initiative .

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