Hybrid Client Services Specialist – Fintech & Wealth

Hub24 Management Services Pty Ltd; Gold Coast City; Hybrid; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Hybrid flexibility – work from home 2–

3 days per week after training

Clear career progression pathways

Ongoing development

Job summary

HUB24 Management Services Pty Ltd on the Gold Coast is hiring multiple full‑time Client Services Officers. You’ll be the first point of contact for advisers and clients, handling enquiries across phone, email and chat, while ensuring accurate records and efficient service delivery.

Ideal candidates bring experience in financial services and a genuine passion for helping customers. A fast‑paced environment, strong communication skills and a collaborative mindset will help you succeed and grow

Qualifications

• Experience in financial services such as banking, superannuation, insurance or investments.
• 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.

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.

Skills

Financial services experience

Customer service

Communication

Problem solving

Attention to detail

Digital channels

Job description

HUB24 Management Services Pty Ltd on the Gold Coast is hiring multiple full‑time Client Services Officers. You’ll be the first point of contact for advisers and clients, handling enquiries across phone, email and chat, while ensuring accurate records and efficient service delivery.

Ideal candidates bring experience in financial services and a genuine passion for helping customers. A fast‑paced environment, strong communication skills and a collaborative mindset will help you succeed and grow