Client Services Officer

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

Benefits offered by this job

Hybrid work flexibility

Career progression pathways

Supportive, collaborative culture

Enhanced parental leave and wellbeing

Job summary

HUB24 Limited on the Gold Coast is hiring multiple full-time Client Services roles. You will be the first point of contact for clients via calls, email, and live chat, delivering a positive and professional experience and building strong onboarding relationships.

We value collaboration across advisers and managers, with opportunities to grow within a fintech-backed wealth platform. If you have a passion for customer service and experience in financial services, we want to hear from you.

Qualifications

• Experience in superannuation or managed funds with knowledge of insurance or banking products.
• Proven track record in client service, ideally in a call centre.
• Confident resolving queries and delivering outstanding phone interactions.
• Strong problem-solving and collaboration with multiple stakeholders.
• Quick learner with ability to adapt to new technology and systems.
• Excellent written and verbal communication with energy and positivity.

Responsibilities

• Be the first point of contact for clients via inbound and outbound calls, creating a positive and professional experience every time.
• Build strong relationships by managing client onboarding and sending personalised welcome emails.
• Respond to client and adviser enquiries across phone, email, and live chat, ensuring timely and accurate support.
• Draft and deliver clear, engaging client communications in collaboration with advisers and managers.
• Support advisers and dealer groups with administration needs, acting as a trusted partner.
• Apply your problem-solving skills and time management to resolve queries efficiently.
• Take ownership of service-related tasks assigned by your team leader and contribute to continuous improvement.

Skills

Client service

Communication

Problem solving

Adaptability

Attention to detail

Tools

CRM software

Live chat tools

Job description

About HUB24

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 is an 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 be heard, tested and actioned.
• Grow your career your way, with support to learn, stretch and explore new opportunities.

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

• Genuinely flexible and hybrid ways 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 roles in our Client Services team at HUB24 across in the Gold Coast!

This is an exciting opportunity to join an ASX-listed fintech that’s transforming the wealth management industry.

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 be part of a team that delivers exceptional client experiences and works with leading financial services professionals. If you have experience in financial services, wealth management, investments or superannuation, and you’re passionate about customer service, we’d love to hear from you.

What You’ll Be Doing

• Be the first point of contact for clients via inbound and outbound calls, creating a positive and professional experience every time.
• Build strong relationships by managing client onboarding and sending personalised welcome emails.
• Respond to client and adviser enquiries across phone, email, and live chat, ensuring timely and accurate support.
• Draft and deliver clear, engaging client communications in collaboration with advisers and managers.
• Support advisers and dealer groups with administration needs, acting as a trusted partner.
• Apply your problem-solving skills and time management expertise to resolve queries efficiently.
• Take ownership of service-related tasks assigned by your team leader and contribute to continuous improvement.

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 superannuation or managed funds, with knowledge of insurance or banking products and familiarity with platform and wrap services (desirable).
• A proven track record in client service, ideally in a call centre environment, and a genuine passion for helping customers.
• Confidence in resolving queries and delivering outstanding phone interactions.
• Strong problem-solving skills and the ability to collaborate effectively with multiple stakeholders.
• Quick learner with the ability to adapt to new technology and systems.
• Excellent written and verbal communication skills, combined with energy, positivity, and a commitment to excellence.

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.