Client Executive

024

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3+ years financial services experience
Knowledge of domestic financial products
Change management operational risk experience
** HUB24 is seeking a Client Executive to manage key accounts and ensure quality service outcomes in the wealth industry. The ideal candidate will have over three years of financial services experience, strong communication skills, and a commitment to high client service standards. **

Job Summary

  • The primary responsibility is to ensure quality service outcomes for key accounts and manage high-value activities.
  • The role involves coordinating dealer group onboarding, managing bulk transitions, and providing proactive service recovery for escalations.
  • HUB24 offers a culture that empowers employees to bring ideas and creativity to work without being bogged down by bureaucracy.

Matching Summary

Match Score: 75

** HUB24 is seeking a Client Executive to manage key accounts and ensure quality service outcomes in the wealth industry. The ideal candidate will have over three years of financial services experience, strong communication skills, and a commitment to high client service standards. **

Skills & Requirements

Must-have

  • 3+ years financial services experience
  • Knowledge of domestic financial products
  • Change management operational risk experience
  • Analytics and business reporting skills

Nice-to-have

  • Strong written and verbal communication skills
  • Ability to build trust and influence others
  • Optimistic nature with continual improvement mindset
  • Flexible approach in fast-moving environment

Key Requirements

  • 3+ Years Financial services experience
  • Understanding of various financial products/instruments
  • Operational risk management experience
  • Police check required for successful candidates

Work Rights

Not specified

Tailored Resume

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