Client Service Officer

About the role

HUB24, an ASX-listed fintech, is hiring multiple full-time Client Services Officers on the Gold Coast. You will work with financial advisers, clients and other industry professionals, resolving enquiries and delivering a good client experience by phone, email and chat. Experience in banking, superannuation, insurance, investments, lending or another financial services environment is welcomed, though wealth management or investment platforms specifically are not required.

Key responsibilities

• Act as a key point of contact for advisers and clients across phone, email and chat.
• Take ownership of enquiries and service requests, resolving them or escalating when needed.
• Support account maintenance, transactions and administrative requests accurately and efficiently.
• Build strong relationships with advisers, clients and internal teams.
• Investigate enquiries, solve problems and explain information clearly and confidently.
• Maintain accurate client records and documentation.
• Identify and escalate complaints, risks or complex matters appropriately.
• Learn HUB24's products, systems and processes and contribute to ongoing service improvements.

Required profile

• Experience in financial services (banking, superannuation, insurance, investments, wealth management, lending or similar) is highly regarded.
• Customer service, administration or contact-centre experience with a genuine passion for helping customers.
• Experience in a fast-paced environment with service, quality or productivity expectations.
• Previous experience with superannuation, managed funds, investment platforms, advisers or dealer groups is an advantage but not essential.

Required skills

• Confident communication with customers and resolution of enquiries by phone and digital channels.
• Strong problem-solving and attention to detail, able to manage competing priorities.
• Ability to learn new technology, systems and products quickly.
• Clear written and verbal communication, able to explain information simply.

What we offer

• Hybrid flexibility: working from home 2-3 days per week after training.
• Clear career progression pathways and ongoing development.
• A supportive, collaborative culture that values innovation and growth.
• Employee Share Scheme, additional leave and wellbeing support, enhanced parental leave, everyday benefits and discounts.