Client Services Officer

Posted Yesterday
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Gold Coast, Queensland, AUS
In-Office
Entry level
Fintech • Software • Financial Services
The Role
Serve as the first point of contact for clients and advisers through phone, email, and live chat. Manage onboarding, welcome communications, enquiries, administrative support, and service-related tasks. Resolve issues efficiently, collaborate with stakeholders, and contribute to continuous improvement while delivering accurate, professional client experiences.
Summary Generated by Built In

About HUB24


At HUB24, we’re rethinking the way wealth management works, combining platform, technology and data to create better outcomes for financial professionals and their clients.


Our purpose is simple:  Empower better financial futures, together.


What sets us apart is how we work. We back bold thinking, move with pace, and turn ideas into action. You’ll have the opportunity to make a real impact across your team, the business, and for the clients we support every day.


HUB24 Limited is an ASX-listed company (ASX: HUB) and part of the ASX100. We have over 1,100 employees across Australia, with offices in Sydney, Melbourne, Brisbane, Perth and the Gold Coast. 


Why you’ll enjoy working here


We create an environment where you can do your best work and see the impact of it.

  • Work with smart, collaborative people who get things done.
  • Your ideas won’t sit in a backlog, they’ll be heard, tested and actioned.
  • Grow your career your way, with support to learn, stretch and explore new opportunities.

We also offer benefits to support you inside and outside of work:

  • Genuinely flexible and hybrid ways of working.
  • Employee Share Scheme.
  • Additional leave and wellbeing support.
  • Enhanced parental leave and support through different life stages.
  • Everyday benefits, including discounts and financial wellbeing support.

Why this is an exciting opportunity


Ready to grow your career with an award-winning fintech?
We’re hiring multiple full-time roles in our Client Services team at HUB24 across in the Gold Coast!
This is an exciting opportunity to join an ASX-listed fintech that’s transforming the wealth management industry.
We offer:
✅ Hybrid flexibility – work 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
You’ll be part of a team that delivers exceptional client experiences and works with leading financial services professionals. If you have experience in financial services, wealth management, investments or superannuation, and you’re passionate about customer service, we’d love to hear from you.
Apply now and take the next step in your career with HUB24!

What you’ll be doing


  • Be the first point of contact for clients via inbound and outbound calls, creating a positive and professional experience every time.

  • Build strong relationships by managing client onboarding and sending personalised welcome emails.

  • Respond to client and adviser enquiries across phone, email, and live chat, ensuring timely and accurate support.

  • Draft and deliver clear, engaging client communications in collaboration with advisers and managers.

  • Support advisers and dealer groups with administration needs, acting as a trusted partner.

  • Apply your problem-solving skills and time management expertise to resolve queries efficiently.

  • Take ownership of service-related tasks assigned by your team leader and contribute to continuous improvement.


What you bring


You don’t need to tick every box, but experience in the below will set you up for success.


Experience & Skills


  • 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.


Our process


We aim to keep the process simple and respectful of your time:

  • You’ll receive an acknowledgement after applying.
  • Our Talent team will review your application and keep you updated.
  • If shortlisted, we’ll connect to learn more about you.
  • Interviews may be virtual or in person.
  • You’ll receive an outcome and feedback.

If you need any adjustments, please let us know - we’re here to support you.



Our commitment

We’re committed to building an inclusive environment where everyone feels valued and supported to do their best work. We welcome applications from people of all backgrounds, identities and experiences.


Agencies, we work with a panel of preferred suppliers and are not accepting any unsolicited CVs.

Skills Required

  • Experience in superannuation or managed funds, with knowledge of insurance or banking products and familiarity with platform and wrap services
  • Proven track record in client service, ideally in a call centre environment
  • Genuine passion for helping customers
  • Confidence resolving queries and delivering outstanding phone interactions
  • Strong problem-solving skills
  • Ability to collaborate effectively with multiple stakeholders
  • Ability to learn quickly and adapt to new technology and systems
  • Excellent written and verbal communication skills
  • Energy, positivity, and commitment to excellence
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The Company
HQ: Sydney, NSW
859 Employees

What We Do

HUB24 Group (ASX:HUB) leads the wealth industry as the best provider of integrated platform, technology and data solutions, and we’re not done yet. At HUB24, we believe in the value of advice and by collaborating with the industry and leveraging our technology and data expertise, we’re helping to solve key challenges to enable the delivery of accessible financial advice, and empower better financial futures for more Australians. Our solutions include Australia’s best platform HUB24, leading SMSF software Class, and myprosperity’s innovative client portal technology. Recognised by advisers and the industry as Australia’s best platform, HUB24 leverages data and technology to deliver choice, flexibility, efficiencies and value for advisers and their clients. We’re committed to continued investment in innovation that delivers, making the complex simple and enabling advisers to empower better financial futures for more Australians. As a leading provider of SMSF software, Class, together with NowInfinity, delivers trust accounting, portfolio management, legal documentation and corporate compliance solutions that transform the way finance professionals do business. We champion automation, simplicity and connectively to drive business profitability and enhanced client experience. myprosperity is a leading provider of client portals for accountants and financial advisers, enabling streamlined service delivery and increased productivity for their business and enhanced customer experience for their clients. We make it easier for Australians to share, communicate and collaborate with their financial professional across all aspects of their financial lives.

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