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Client service officer

Gold Coast
Hub24
Posted: 15 December
Offer 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 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)
THE HUB24 STORY
We think creatively and were not constrained by traditional thinking or barriers to success. Were 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.
Benefits and Life at HUB24
Learn more about our employee benefits HERE.
Job Summary
HUB24 is expanding and were looking to add a part-time team member to our Gold Coast or Sydney office. This role offers 20 hours per week working Monday to Thursday.
If youre interested in building a career within our award-winning contact centre where theres plenty of opportunity for growth and development this could be the perfect fit. Youll be joining a professional fun and vibrant team dedicated to delivering exceptional service and enhancing the customer experience for HUB24 clients.
Following an initial training period of 23 months the role transitions to a hybrid arrangement with two days per week required in the office. We operate on a rotating roster between 9 : 00am / 9 : 30am and 2 : 00pm / 2 : 30pm Monday to Thursday.
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 companys 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
Requirements
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 Recruitment Process
Acknowledgement email once your application has been submitted.
Our Talent team will start reviewing your application. If unsuccessful you will be notified.
If your application progresses to the next stage our Talent team will be in touch to discuss your alignment with the role.
If youre a person with an impairment or disability this is an opportunity to share with us any accessibility requirements that you may have for the role.
Should you require any accommodations to the recruitment process please email and one of our team will contact you.
Interviews can happen virtually or face-to-face with the hiring manager or other members of the broader team. Depending on the role there may be more than two interviews.
Communication of outcomes to successful and unsuccessful candidates and feedback provided.
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.
**** 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.
Seek Star Awards **** - Nominated as a finalist for the Best Employer Brand Initiative
HUB24 is an equal opportunity employer. We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. 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 were here to support you
Required Experience
Unclear Seniority
Key Skills
Children Activity
Catering
Cost Estimation
FX
Insulation
Airport
Employment Type
Part-Time
Experience
years
Vacancy
1
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