Fintech Client Services Specialist

HUB24; Gold Coast City; Hybrid; AUD 65,000 - 80,000; Full time

Benefits offered by this job

Hybrid work

Career development

Job summary

HUB24 on the Gold Coast is hiring multiple full-time Client Services Officers to support advisers, clients and internal teams. If you have financial services or banking experience and enjoy helping customers, this role offers a great path in a growing fintech.

You’ll handle enquiries across phone, email and chat, maintain records and resolve issues with accuracy while building strong relationships in a collaborative environment. Hybrid work is available after training.

Qualifications

• Experience in financial services, such as banking, superannuation, insurance, investments, wealth management, lending or a similar environment is highly regarded.
• Customer service, administration or contact-centre experience, with a genuine passion for helping customers.
• Experience working in a fast-paced environment with service, quality or productivity expectations.
• Confidence communicating with customers and resolving enquiries across phone and digital channels.
• Strong problem-solving skills with the ability to investigate an enquiry and take ownership through to resolution.
• Strong attention to detail and the ability to manage competing priorities.
• Confidence learning new technology, systems, processes and products.
• Clear written and verbal communication skills and the ability to explain information simply.

Responsibilities

• Be a 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.

Job description

HUB24 on the Gold Coast is hiring multiple full-time Client Services Officers to support advisers, clients and internal teams. If you have financial services or banking experience and enjoy helping customers, this role offers a great path in a growing fintech.

You’ll handle enquiries across phone, email and chat, maintain records and resolve issues with accuracy while building strong relationships in a collaborative environment. Hybrid work is available after training.