Client Services Officer

HUB24; Gold Coast City; Hybrid; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Flexible and hybrid working

Employee share scheme

Additional leave and wellbeing support

Enhanced parental leave and lifecycle

Discounts and financial wellbeing

Job summary

HUB24 on the Gold Coast is hiring multiple full-time Client Services Officers. You’ll be the go-to contact for advisers and clients across phone, email and chat, delivering a great service experience in a fast-paced fintech environment.

Join a collaborative team that values innovation and growth, with hybrid working 2–3 days from home after training. If you have financial services experience and a passion for solving problems, this is a great next step in your career.

Qualifications

• Experience in financial services highly regarded.
• Customer service or contact-centre background.
• Ability to work across phone and digital channels.

Responsibilities

• Be the key point of contact for advisers and clients across phone, email and chat.
• Take ownership of enquiries and service requests, working through them to resolution or escalating when needed.
• Support account maintenance, transactions and administrative requests accurately and efficiently.
• Build strong relationships with advisers, clients and internal teams.
• Investigate enquiries, solve problems and explain information clearly and confidently.
• Maintain accurate client records and documentation.
• Identify and escalate complaints, risks or complex matters appropriately.
• Build your knowledge of HUB24’s products, systems and processes while contributing to ongoing service improvements.

Skills

Financial services experience

Customer service

Communication skills

Problem solving

Multi-channel support

Attention to detail

Job description

At HUB24, we’re rethinking the way wealth management works, combining platform, technology and data to create better outcomes for financial professionals and their clients.

Our purpose is simple: Empower better financial futures,together.

What sets us apart is how we work.We back bold thinking, move with pace, and turn ideas into action. You’ll have the opportunity to make a real impact across your team, the business, and for the clients we support every day.

HUB24 Limited isan ASX-listed company (ASX: HUB) and part of the ASX100.We have over 1,100 employees across Australia, with offices in Sydney, Melbourne, Brisbane, Perth and the Gold Coast.

Why you’ll enjoy working here

We create an environment where you can do your best work and see the impact of it.

• Work with smart, collaborative people who get things done.
• Your ideas won’t sit in a backlog, they’ll beheard, tested and actioned.
• Grow your career your way, with support tolearn, stretch and explore new opportunities.

We also offer benefits to support you inside and outside of work:

• Genuinely flexibleand hybridways of working.
• Employee Share Scheme.
• Additional leave and wellbeing support.
• Enhanced parental leave and support through different life stages.
• Everyday benefits, including discounts and financial wellbeing support.

Why this is an exciting opportunity

Ready to grow your career with an award-winning fintech?

We’re hiring multiple full-time Client Services Officers to join our team on the Gold Coast.

This is a great opportunity to bring your financial services and customer service experience into an ASX-listed fintech that’s helping transform the wealth management industry. You don’t need to come from wealth management or investment platforms specifically. If you’ve built your experience in banking, superannuation, insurance, investments, lending or another financial services environment, we’d love to hear from you.

We offer:
Hybrid flexibility – work from home 2–3 days per week after training
Clear career progression pathways and ongoing development
A supportive, collaborative culture that values innovation and growth

You’ll work with financial advisers, clients and other industry professionals, helping resolve enquiries and deliver a great client experience across phone, email and chat.

If you have financial services experience, enjoy solving problems and are passionate about delivering great service, this could be a great next step in your career.

What you’ll be doing

• Be a key point of contact for advisers and clients across phone, email and chat.
• Take ownership of enquiries and service requests, working through them to resolution or escalating when needed.
• Support account maintenance, transactions and administrative requests accurately and efficiently.
• Build strong relationships with advisers, clients and internal teams.
• Investigate enquiries, solve problems and explain information clearly and confidently.
• Maintain accurate client records and documentation.
• Identify and escalation complaints, risks or complex matters appropriately.
• Build your knowledge of HUB24’s products, systems and processes while contributing to ongoing service improvements.

What you bring

You don’t need to tick every box, but experience in the below will set you up for success.

Experience & Skills

• Experience in financial services, such as banking, superannuation, insurance, investments, wealth management, lending or a similar environment is highly regarded.
• Customer service, administration or contact-centre experience, with a genuine passion for helping customers.
• Experience working in a fast-paced environment with service, quality or productivity expectations.
• Confidence communicating with customers and resolving enquiries across phone and digital channels.
• Strong problem-solving skills with the ability to investigate an enquiry and take ownership through to resolution.
• Strong attention to detail and the ability to manage competing priorities.
• Confidence learning new technology, systems, processes and products.
• Clear written and verbal communication skills and the ability to explain information simply.
• Previous experience with superannuation, managed funds, investment platforms, advisers or dealer groups is an advantage, but not essential.

Our process

We aim to keep the process simple and respectful of your time:

• You’ll receive an acknowledgement after applying.
• Our Talent team will review your application and keep you updated.
• If shortlisted, we’ll connect to learn more about you.
• Interviews may be virtual or in person.
• You’ll receive an outcome and feedback.

If you need any adjustments, please let us know - we’re here to support you.

Our commitment

We’re committed to building an inclusive environment where everyone feels valued and supported to do their best work. We welcome applications from people of all backgrounds, identities and experiences.

Agencies, we work with a panel of preferred suppliers and are not accepting any unsolicited CVs.