Client Success Officer - Fintech Wealth Platform

HUB24; Gold Coast City; Hybride; AUD 60 000 - 80 000; Plein temps

Avantages offerts par ce poste

Flexible and hybrid working

Employee share scheme

Additional leave and wellbeing support

Enhanced parental leave and lifecycle

Discounts and financial wellbeing

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Financial services experience

Customer service

Communication skills

Problem solving

Multi-channel support

Attention to detail

Description du poste

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.