Client Services Specialist – Wealth & Onboarding

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

Benefits offered by this job

Flexible and hybrid work arrangements

Employee Share Scheme

Additional leave and wellbeing support

Enhanced parental leave and life-stage

Discounts and financial wellbeing

Job summary

HUB24 on the Gold Coast is hiring multiple full-time roles in our Client Services team. You’ll be the first point of contact for clients, handling inbound and outbound calls and guiding them through onboarding with personalised welcome emails.

Join a fintech that values bold thinking and collaboration, with hybrid work options, ongoing development, and support for career growth as you deliver timely, clear communications across phone, email and live chat.

Qualifications

• Experience in superannuation or managed funds, with knowledge of wrap services (desirable).
• Proven track record in client service, ideally in a call centre.
• Excellent written and verbal communication and a proactive attitude.

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

Client service

Phone support

Problem solving

Communication

Team collaboration

Job description

HUB24 on the Gold Coast is hiring multiple full-time roles in our Client Services team. You’ll be the first point of contact for clients, handling inbound and outbound calls and guiding them through onboarding with personalised welcome emails.

Join a fintech that values bold thinking and collaboration, with hybrid work options, ongoing development, and support for career growth as you deliver timely, clear communications across phone, email and live chat.