HUB24 Limited

Client Service Officer

HUB24 Limited

full-time

Posted on:

Location Type: Hybrid

Location: Gold Coast • Australia

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About the role

  • 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

Requirements

  • Superannuation or managed funds experience, with a knowledge of insurance or banking products and familiarity with platform products and wrap services (desirable)
  • Proven client service experience in a call centre environment, and a passion for customers.
  • Energised by resolving questions and supporting clients through outstanding phone interaction
  • Great problem-solving abilities and the ability to engage multiple stakeholders effectively both internally and externally.
  • Have a proven ability to pick up new technology and systems quickly.
  • Strong written and verbal communication skills, and the energy and positivity to deliver to a high standard every time.
Benefits
  • Learn more about our employee benefits HERE.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
client service experiencecall centre experienceproblem solvingtime managementcommunication skillstechnology proficiency
Soft Skills
customer servicerelationship managementstakeholder engagementpositivityenergy