Client Services Officer
Core
Full-time Client Services Officer providing phone, email, and chat support to financial advisers and clients, resolving enquiries and managing administrative requests.
Role type
Client Services Officer (Financial Services)
Builds
Client support and account maintenance for HUB24's wealth management platform
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Financial services experience, customer service, problem-solving, communication, attention to detail, technology adaptability
Preferred skills
Superannuation, managed funds, investment platforms, adviser or dealer group experience
Responsibilities
Resolve enquiries across phone, email, and chat; support account maintenance and transactions; maintain accurate client records; identify and escalate complaints or risks; build relationships with advisers and clients.
Seniority
Individual Contributor