Client Services Pro — Hybrid Wealth Platform

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

Benefits offered by this job

Employee Share Scheme

Additional leave

Wellbeing support

Enhanced parental leave

Discounts

Job summary

HUB24 Limited on the Gold Coast is seeking a Client Service Officer to be the first point of contact for clients, delivering professional service and onboarding support. The role involves responding to enquiries across phone, email and live chat, drafting client communications, and assisting advisers with administrative tasks.

We value experience in superannuation or managed funds, knowledge of insurance or banking products, and the ability to resolve queries with strong problem-solving.

Qualifications

• Experience in superannuation or managed funds, with knowledge of insurance or banking products and familiarity with platform and wrap services (desirable).
• Proven track record in client service, ideally in a call centre environment.
• Confidence in resolving queries and delivering outstanding phone interactions.
• Strong problem-solving skills and the ability to collaborate with multiple stakeholders.
• Excellent written and verbal communication skills, energy, positivity and a commitment to excellence.

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 expertise to resolve queries efficiently.
• Take ownership of service-related tasks assigned by your team leader and contribute to continuous improvement.

Skills

Superannuation

Managed funds

Call centre experience

Customer service

Communication skills

Job description

HUB24 Limited on the Gold Coast is seeking a Client Service Officer to be the first point of contact for clients, delivering professional service and onboarding support. The role involves responding to enquiries across phone, email and live chat, drafting client communications, and assisting advisers with administrative tasks.

We value experience in superannuation or managed funds, knowledge of insurance or banking products, and the ability to resolve queries with strong problem-solving.