Client Success & Onboarding Specialist

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

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.