Client Service Team Leader

HUB24

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 developing a team of Client Services Officers

Job Summary

  • The role is responsible for delivering consistent, high-quality client service outcomes by leading and developing a team of Client Services Officers.
  • HUB24 empowers employees to bring ideas and creativity to work within a culture that supports real impact on business success.
  • The position requires acting as an escalation point for complex matters and partnering with internal stakeholders to ensure seamless adviser and investor experiences.

Matching Summary

The role is responsible for delivering consistent, high-quality client service outcomes by leading and developing 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

  • Calm and resilient under pressure
  • Growth-oriented mindset
  • Ability to influence and negotiate
  • Experience with high-net-worth clients

Key Requirements

  • 5+ years experience in financial services
  • 2 years minimum leadership experience
  • Understanding of domestic financial products
  • Police check required for successful candidates

Work Rights

Not specified

Tailored Resume

Cover Letter