Client Service Officer

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)

We are looking for an experienced Client Service Officer to join our award winning Contact Centre team, based in our Gold Coast office. You will be part of 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.