Client Service Team Leader

HUB24 Limited

5+ years financial services experience
2+ years team leadership experience
Knowledge of investment platforms and superannuation
The role is responsible for delivering consistent, high-quality client service outcomes by leading and coaching a team of Client Services Officers

Job Summary

  • The role is responsible for delivering consistent, high-quality client service outcomes by leading and coaching a team of Client Services Officers.
  • HUB24 fosters a culture that supports employees to have a real impact on the business without being bogged down in bureaucracy.
  • The position requires acting as an escalation point for complex matters and ensuring adherence to governance and compliance obligations.

Matching Summary

Match Score: 75

The role is responsible for delivering consistent, high-quality client service outcomes by leading and coaching a team of Client Services Officers.

Skills & Requirements

Must-have

  • 5+ years financial services experience
  • 2+ years team leadership experience
  • Knowledge of investment platforms and superannuation
  • Strong stakeholder management skills
  • Adherence to compliance and regulatory obligations

Nice-to-have

  • Experience with high-net-worth client arrangements
  • Ability to drive continuous improvement initiatives
  • Partnership with dealer groups for training
  • Calm and resilient under pressure
  • Growth-oriented mindset

Key Requirements

  • 5+ years experience in financial services
  • Minimum 2 years team leadership/coaching experience
  • Strong understanding of domestic financial products
  • Police check required for successful candidates

Work Rights

Not specified

Tailored Resume

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