HUB24 is seeking a Client Service Team Leader to manage a high-performing team responsible for delivering exceptional client service within the financial services sector. The ideal candidate will have extensive experience in leading teams, a deep understanding of financial products, and a commitment to service excellence
Job Summary
The Client Services Team Leader is responsible for delivering consistent, high-quality client service outcomes by leading, coaching and developing a team of Client Services Officers.
HUB24 is committed to empowering better financial futures for more Australians and builds a culture that supports team members to have a real impact on business success.
The role requires acting as a subject-matter expert across HUB24 products, processes and systems while ensuring adherence to service levels and compliance obligations.
Matching Summary
Match Score: 85
HUB24 is seeking a Client Service Team Leader to manage a high-performing team responsible for delivering exceptional client service within the financial services sector. The ideal candidate will have extensive experience in leading teams, a deep understanding of financial products, and a commitment to service excellence.
Skills & Requirements
Must-have
5+ years financial services experience
2+ years team leadership experience
Strong understanding of investment platforms
Knowledge of superannuation and managed accounts
Experience with compliance and regulatory obligations