HUB24 Limited

Client Services Representative

• Contact Centre inbound and outbound call enquiries
• Provide a point of contact for clients and actively manage the client relationship including producing welcome emails for new clients.
• Assist with client enquiries in line with the company’s service offering and liaise with key relationships.
• Draft and produce client communications as required by advisors and managers.
• Managing Chat & email enquiries from advisers/clients.
• Answering phone calls from key advisers and servicing their needs including adviser & dealer group administration.
• Utilise effective problem solving and time management skills in client service operations.
• Other service-related queries as required and to be assigned by your team leader
• Answering phone calls from key advisers and servicing their needs including adviser & dealer group administration
• Utilise effective problem solving and time management skills in client service operations
• Other service-related queries as required and to be assigned by your team leader

Client Service Officer

• Be the first point of contact for clients via inbound and outbound calls, creating a positive and professional experience every time.
• Build strong relationships by managing client onboarding and sending personalised welcome emails.
• Respond to client and adviser enquiries across phone, email, and live chat, ensuring timely and accurate support.
• Draft and deliver clear, engaging client communications in collaboration with advisers and managers.
• Support advisers and dealer groups with administration needs, acting as a trusted partner.
• Apply your problem-solving skills and time management expertise to resolve queries efficiently.
• Take ownership of service-related tasks assigned by your team leader and contribute to continuous improvement.

Client Service Officer

Client Services Officer