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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

Join HUB24 as a Part-Time Client Service Officer on the sunny Gold Coast and experience a workplace like no other! At HUB24, we don’t just provide integrated platform, technology, and data solutions; we foster a vibrant, innovative culture where people are encouraged to express their creativity and ideas. Here, your contributions truly matter. As a Client Service Officer, you'll have the chance to engage with clients directly, handling inbound and outbound calls while ensuring that each interaction enhances customer experience. Your role will involve crafting welcome emails for new clients, managing your interactions via chat and email, and working closely with key advisers and managers. If you love problem-solving and excel in a collaborative environment, this is the ideal position for you. The role requires approximately 4 hours a day from Tuesday to Thursday, along with a couple of days in the office after the initial training period. Whether you’re seasoned in superannuation and managed funds, or simply passionate about delivering exceptional client service, you'll find a place among our dedicated team. At HUB24, we believe that the best investments come from empowered employees, and we’re excited to support your career growth. So, are you ready to embark on this journey with us and positively impact the lives of our clients? Then don’t wait any longer; apply today and see where your HUB24 adventure takes you!

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

A Client Service Officer at HUB24 is crucial for providing exceptional customer service and optimizing client experience. This role involves handling inbound and outbound call inquiries, ensuring clients feel valued, and managing various communication channels like chat and email. By maintaining strong relationships with clients and advisors, you significantly contribute to HUB24's commitment to excellent service delivery.

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What qualifications are needed to apply for the Client Service Officer position at HUB24?

To qualify for the Client Service Officer position at HUB24, candidates are encouraged to have experience in superannuation or managed funds, along with a solid understanding of insurance or banking products. Proven client service experience within a call center environment and a passion for assisting customers would greatly enhance your application.

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What are the work hours for part-time Client Service Officers at HUB24?

HUB24 offers a part-time Client Service Officer position where you’ll work roughly 4 hours a day from Tuesday to Thursday. It’s a flexible role that promotes work-life balance while allowing you to contribute to a dynamic team!

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What type of training is provided for new Client Service Officers at HUB24?

HUB24 provides comprehensive training for new Client Service Officers, typically lasting 2-3 months. This training ensures you’re well-equipped with the knowledge and tools needed to excel in your role, including understanding the company’s service offerings and mastering client communication.

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Does HUB24 offer advancement opportunities for Client Service Officers?

Yes! At HUB24, we are committed to the professional development of our employees. As a Client Service Officer, you will have ample opportunities for growth within our award-winning contact center, allowing you to progress your career while staying engaged in a vibrant work culture.

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What benefits does HUB24 offer to its employees?

HUB24 values its employees and offers a variety of benefits including inclusive workplace practices, professional development opportunities, and a supportive work environment. Our team members enjoy a culture that encourages creativity and engagement, which helps to enhance job satisfaction.

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How does the recruitment process work for the Client Service Officer role at HUB24?

The recruitment process at HUB24 involves submitting your application, followed by an acknowledgment email. Our Talent team reviews applications, and candidates that progress will be contacted for an interview. We aim to create a fair and transparent process, ensuring all candidates are informed every step of the way.

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Common Interview Questions for Client Service Officer - Part-time
What experience do you have that makes you a good fit for the Client Service Officer role at HUB24?

When responding to this question, highlight your relevant experience in customer service, particularly in a call center setting. Mention any specific instances where you successfully resolved client issues and improved customer satisfaction, and emphasize your knowledge of superannuation or managed funds to showcase your fit for HUB24.

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How do you handle difficult clients or challenging situations over the phone?

When confronted with difficult clients, it’s crucial to maintain a calm demeanor. Explain your process for listening actively to their concerns, empathizing with their situation, and providing thoughtful resolutions. Share past examples where your problem-solving skills made a significant difference.

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What strategies do you use to manage your time effectively in a busy call center environment?

Discuss tools and techniques you use for time management, like prioritizing tasks based on urgency, setting clear objectives, or leveraging technology. Share how these strategies have helped improve your productivity while ensuring excellent service delivery.

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How would you ensure a positive client experience at HUB24?

To ensure a positive client experience, I would focus on effective communication and engagement. This includes being personable, listening actively, and following through with promises. Sharing past experiences where you've turned a negative situation into a positive outcome will further strengthen your answer.

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Can you describe a time when you provided exceptional customer service?

Use the STAR method to explain a specific scenario where you went above and beyond for a client. Focus on your actions and the positive impact on the client, showcasing your dedication to excellent service—qualities valued at HUB24.

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What do you know about HUB24 and its services?

Demonstrating knowledge of HUB24’s integrated platform and technology solutions shows your genuine interest. Also, mention its commitment to innovation and outstanding client service, which aligns with your own professional values.

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How do you keep yourself updated with industry knowledge?

Staying updated with industry trends is key, especially in the financial services sector. Mention reliable sources such as industry news, professional networking, or continuous education programs to maintain your knowledge and skills.

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Why do you want to work for HUB24 as a Client Service Officer?

Express what specifically draws you to HUB24, such as its strong company culture, commitment to innovation, or opportunities for career progression. Relating this back to your personal values and career aspirations can help solidify your enthusiasm for the role.

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How do you handle stress in a fast-paced work environment?

Provide strategies you use to manage stress effectively, such as prioritizing tasks, taking short breaks, or practicing mindfulness. Illustrating past experiences where you maintained composure under pressure will also strengthen your response.

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What does teamwork mean to you in a contact center setting?

Teamwork in a contact center setting means collaborating effectively, supporting each other's roles, and sharing knowledge. Discuss examples from your previous work where teamwork led to improved outcomes for clients and enhanced workplace morale.

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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 28, 2024

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