Client Services Officer

HUB24 Limited

Sydney, Australia
Hybrid
Experience in client service environment
Strong problem-solving skills
Excellent written and verbal communication
HUB24 is an award-winning fintech transforming the wealth management industry with a culture that values innovation and growth

Job Summary

  • HUB24 is an award-winning fintech transforming the wealth management industry with a culture that values innovation and growth.
  • The role involves being the first point of contact for clients via phone, email, and live chat to resolve queries efficiently.
  • Employees enjoy hybrid flexibility working from home 2-3 days per week after training in a supportive collaborative culture.

Matching Summary

HUB24 is an award-winning fintech transforming the wealth management industry with a culture that values innovation and growth.

Skills & Requirements

Must-have

  • Experience in client service environment
  • Strong problem-solving skills
  • Excellent written and verbal communication

Nice-to-have

  • Knowledge of superannuation or managed funds
  • Familiarity with platform and wrap services
  • Passion for helping customers

Key Requirements

  • Experience in financial services or call centre
  • Confidence in resolving queries
  • Ability to adapt to new technology

Work Rights

Not specified

Tailored Resume

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