Client Services Officer

Role Overview

Join HUB24's Client Services team as a Client Services Officer, delivering exceptional client experiences and working with leading financial services professionals. The role involves being the first point of contact for clients, building strong relationships, and supporting advisers and dealer groups with administration needs.

What You Will Do

Be the first point of contact for clients via inbound and outbound calls, create positive and professional experiences, build strong relationships, and support advisers and dealer groups with administration needs.

Why It Might Be a Fit

If you have experience in financial services, wealth management, investments, or superannuation, and you're passionate about customer service, this role might be a fit. You'll have opportunities for clear career progression pathways and ongoing development in a supportive, collaborative culture that values innovation and growth.

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