Client Solutions Specialist within CIBC's Business Banking team ensuring seamless cash management services and client transitions. Engaging and supporting clients through project implementations and maintaining operational support.
About the role
- Client Services Officer for HUB24 managing customer enquiries across Sydney and the Gold Coast in financial services. Engaging with clients via calls, emails, and live chat for excellent service.
Responsibilities
- 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.
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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
No Education Requirement
Location requirements
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