HUB24 Limited

Client Services Officer

HUB24 Limited

full-time

Posted on:

Location Type: Hybrid

Location: Sydney • Australia

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About the role

  • 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.

Requirements

  • Experience in superannuation or managed funds, with knowledge of insurance or banking products and familiarity with platform and wrap services (desirable)
  • A proven track record in client service, ideally in a call centre environment, and a genuine passion for helping customers
  • Confidence in resolving queries and delivering outstanding phone interactions
  • Strong problem-solving skills and the ability to collaborate effectively with multiple stakeholders
  • Quick learner with the ability to adapt to new technology and systems
  • Excellent written and verbal communication skills, combined with energy, positivity, and a commitment to excellence.
Benefits
  • Hybrid flexibility – work from home 2–3 days per week after training
  • A vibrant office in Martin Place
  • Clear career progression pathways and ongoing development
  • A supportive, collaborative culture that values innovation and growth
Applicant Tracking System Keywords

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

Hard Skills & Tools
client onboardingclient communicationsproblem-solvingtime managementquery resolution
Soft Skills
relationship buildingclient servicecollaborationadaptabilitycommunication