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Client Service Officer - Part-time

HUB24 leads the wealth industry as the best provider of integrated platform, technology and data solutions. At HUB24, we know the smartest investments start with our people. We are innovative and ambitious, and we move fast.


At HUB24, we empower our employees to bring their ideas and creativity to work. Rather than getting bogged down in bureaucracy and red tape, we build a culture that supports our team members to have a real impact on our business and the success of our customers.


HUB24 Limited is a company listed on the Australian Securities Exchange (ASX: HUB)


HUB24 is growing, and we will be looking to add several positions to our Gold Coast team. If you're interested in exploring a career within our award winning contact centre, with plenty of room for career development and growth, then this could be the opportunity for you.


Join a professional, fun and vibrant culture where the primary responsibility is to provide exceptional service and maximise customer experience to HUB24 clients.


We are looking to to fill several part-time positions Tuesday to Thursday roughly 4 hours per day.


Please note following 2-3 months of training this is a hybrid position with 2 days a week In office required.



Responsibilities:
  • 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


What you'll need:
  • 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.


THE HUB24 STORY  We think creatively and we’re not constrained by traditional thinking or barriers to success. We’re led by experts, realists with ideas, grounded in commercial reality who are bold enough to visualise the future a little differently and to advocate for what matters to our clients. We are here to lead change and are committed to empowering better financial futures for more Australians. 


Benefits and Life at HUB24  Learn more about our employee benefits HERE.


Check out why our people love working at HUB24! 

We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so. If you don't feel you fit this role 100%, we would still love to hear from you. Tell us what you're interested in - you still might have a skill we didn't realise we needed!  


The Recruitment Process: 

- Acknowledgement email once your application has been submitted. 

- Our Talent team will start reviewing your application, if unsuccessful you will be notified. 

- If your application progresses to the next stage, our Talent team will be in touch to discuss your alignment with the role. 

- If you’re a person with an impairment or disability, this is an opportunity to share with us any accessibility requirements that you may have for the role.

- Should you require any accommodations to the recruitment process, please contact recruitment@hub24.com.au and one of our team will be in touch. 

- Interviews can happen virtually or face to face with the hiring manager, or other members of the broader team. Depending on the role, there may be more than two interviews. 

- Communication of outcomes to successful and unsuccessful candidates and feedback provided. 


*As part of our process, a police check will be conducted on all successful candidates*. Further details on our HUB24 Group Recruitment Privacy Collection notice can be found here. 


2024 Circle Back Initiative Employer – we commit to respond to every applicant. 

Endorsed by WORK180, we are proud to be recognised as an employer of choice for women. 

We have been nominated and placed on the BOSS Best Places to work list. 

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What You Should Know About Client Service Officer - Part-time, HUB24 Group

HUB24 is on the lookout for vibrant and dedicated individuals to join our Gold Coast team as Part-time Client Service Officers! If you’re ready to make a meaningful impact in the wealth management industry, this is your chance. At HUB24, we believe that the best investments come from our people, and we foster a culture where innovation thrives. In this role, you’ll be essential in providing exceptional service to our clients – making their experience smoother and more enjoyable. Your day-to-day will involve handling inbound and outbound calls, managing client relationships, responding to inquiries via chat and email, and drafting communications. You’ll work closely with advisers to ensure their needs are met efficiently. Additionally, you’ll have the opportunity to engage with various stakeholders, showcasing your problem-solving skills. We are offering flexible part-time hours from Tuesday to Thursday, about 4 hours each day, following an initial training period of 2-3 months. After that, you’ll be able to work in a hybrid setup. If you’re passionate about customer service, have some experience in a call center, and are eager to learn while working with new technology, we’d love to hear from you. Join us at HUB24, where every team member plays a significant role in shaping our customers' financial futures.

Frequently Asked Questions (FAQs) for Client Service Officer - Part-time Role at HUB24 Group
What are the responsibilities of a Part-time Client Service Officer at HUB24?

As a Part-time Client Service Officer at HUB24, your primary responsibilities will include managing inbound and outbound call inquiries, assisting clients with their service needs, drafting communications, and managing chat and email inquiries. You’ll play a crucial role in ensuring a positive customer experience and building strong client relationships.

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What qualifications do I need to apply for the Part-time Client Service Officer position at HUB24?

To apply for the Part-time Client Service Officer role at HUB24, you should have experience in a client service environment, ideally in a call center. Familiarity with superannuation, managed funds, and banking products is desirable. Strong communication skills and a problem-solving mindset will greatly benefit your application.

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How many hours does the Part-time Client Service Officer position require at HUB24?

The Part-time Client Service Officer position at HUB24 requires approximately 4 hours of work per day, from Tuesday to Thursday. This structure allows for a great work-life balance while giving you the opportunity to be part of an innovative team.

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Is the Part-time Client Service Officer position at HUB24 a hybrid role?

Yes, the Part-time Client Service Officer role at HUB24 will be a hybrid position after an initial training period of 2-3 months. This means you will work in the office for 2 days a week, allowing you to enjoy the flexibility of working from home for the remainder of the time.

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What type of training will I receive as a new Part-time Client Service Officer at HUB24?

New hires for the Part-time Client Service Officer position at HUB24 will undergo comprehensive training for the first 2-3 months. This training will equip you with the necessary knowledge of HUB24's systems, services, and client management practices to ensure your success in the role.

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What is the work culture like at HUB24 for a Part-time Client Service Officer?

The work culture at HUB24 is professional yet vibrant and fun! As a Part-time Client Service Officer, you’ll thrive in an environment that encourages creativity and a proactive approach. Team members are empowered to make a real impact, ensuring that client needs are met with excellence.

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How can I progress my career at HUB24 as a Part-time Client Service Officer?

HUB24 promotes career development and growth for its employees. As a Part-time Client Service Officer, you’ll have various opportunities to enhance your skills and knowledge, paving the way for future advancement opportunities within the company!

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Common Interview Questions for Client Service Officer - Part-time
Can you describe a situation where you resolved a difficult customer issue?

In your response, narrate a specific instance where you addressed a challenging customer situation effectively. Highlight your problem-solving skills and how you maintained a positive client relationship during the process.

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What strategies do you use to manage multiple client queries at once?

Discuss your time management and organizational skills. Elaborate on specific techniques, such as prioritizing tasks or using technology to track queries, that help you efficiently handle multiple inquiries without compromising service quality.

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What do you know about HUB24 and its client services?

Share your knowledge about HUB24, its mission, and its offerings. Emphasize your understanding of the company’s approach to customer service and its focus on providing integrated technology and data solutions in the wealth management industry.

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How do you ensure effective communication with clients in a call center environment?

Explain your approach to being clear and concise while listening actively to clients. Share examples of how you adapt your communication style to meet different client needs, ensuring they feel understood and valued.

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How would you handle a situation where a client is unhappy with the service provided?

Emphasize the importance of active listening and empathy in addressing an unhappy client’s concerns. Discuss how you would aim to resolve the issue and restore the client’s trust in HUB24's services.

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What motivates you to provide excellent customer service?

Discuss your passion for helping others and creating positive experiences for clients. Highlight any personal experiences that reinforce your commitment to customer service and how you would bring that drive to HUB24.

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Can you explain your experience with resolving technical difficulties when supporting clients?

Detail your familiarity with technology and systems. Provide an example of a time when you successfully assisted a client with a technical issue, explaining the steps you took to achieve a resolution.

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What is your approach to learning new technology and systems quickly?

Explain your learning methods, whether it's hands-on practice, engaging in training sessions, or seeking help from colleagues. Provide an example demonstrating your ability to pick up new systems efficiently.

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How do you build rapport with clients over the phone?

Talk about your communication techniques, such as using the client's name, showing genuine interest, and maintaining a friendly tone to foster rapport and trust during calls.

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Describe a time when you went above and beyond for a client.

Share a specific situation where you exceeded a client's expectations. Highlight the outcome and the positive feedback you received, demonstrating your commitment to outstanding customer service.

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The Australian Securities Exchange-listed HUB24 Ltd ABN 87 124 891 685 (ASX: HUB) connects advisers and their clients through innovative solutions that create investment opportunities. The business is focussed on the delivery of the HUB24 platform...

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Part-time, hybrid
DATE POSTED
November 26, 2024

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