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 f…
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 f…
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 f…
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 f…
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 f…
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 f…
Skills: APRA Reporting, Superannuation Tax, Data Migration, Regulatory Compliance, Fund Accounting
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 f…
Skills: Data Engineering, Team Leadership, Databricks, Google Cloud Platform, Data Architecture
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 f…
Skills: Customer Service, Call Centre Operations, Relationship Management, Problem Solving, Time Management
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 f…
Skills: Business Analysis, People Leadership, Agile Frameworks, Stakeholder Management, Backlog Management
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Full-time
Posted 37d ago
~40 hrs/week
Responsibilities
The role is responsible for managing customer and partner issues end-to-end, including complex technical queries and triaging across internal teams. It focuses on driving customer satisfaction, supporting product adoption, and improving service outcomes through feedback.
Requirements
Candidates need at least 3 years of experience in customer service and support with strong technical knowledge of software systems. Domain experience in accounting or financial planning is preferred.
Full job description
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)
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.
As part of the MyProsperity team, the Customer Support Specialist plays a critical role in delivering a highly responsive, high-quality support experience to our partners and, in turn, their clients.
This role owns client and partner issues end-to-end, including complex and technical queries, while effectively triaging across internal teams and escalating where deeper technical expertise is required.
As a key contributor to the post-sales experience, the role drives customer satisfaction, supports adoption of the MyProsperity platform, and surfaces insights and feedback to continuously improve customer outcomes.
Responsibilities:
Customer Support & Issue Resolution
Respond to customer enquiries in a timely, professional, and customer-focused manner
Resolve product, usage, and “how-to” queries efficiently
Manage complex or technical issues end-to-end, ensuring timely investigation and resolution
Triage issues across internal teams, engaging the right expertise to drive outcomes
Escalate cases requiring deeper technical investigation while maintaining ownership and clear communication with customers
Liaise with external data providers where required to investigate and resolve data-related issues
Accurately log all customer interactions and outcomes within support systems
Identify and escalate complaints in line with internal policies, partnering with management to support resolution and risk management
Customer Experience
Deliver a consistent, high-quality experience across all customer interactions
Build strong rapport and trust through clear, proactive communication and reliable follow-through
Capture and share customer feedback to continuously improve service and outcomes
Product Adoption & Guidance
Support customers with best-practice product usage and workflows
Identify common friction points and proactively drive solutions
Promote the use of self-service tools, including knowledge bases and FAQs
Operational Excellence
Maintain accurate records of customer interactions, issues, and resolutions
Adhere to defined support processes, SLAs, and escalation frameworks
Contribute to knowledge base articles, FAQs, and internal documentation
Support continuous improvement of support processes, tools, and ways of working
Collaboration & Continuous Improvement
Share recurring issues, trends, and product feedback with relevant teams
Participate in training, coaching, and team initiatives
Identify opportunities to improve efficiency, scalability, and overall service quality
Requirements:
Skills, Attributes, Qualifications and Experience
At least 3years experiencein customer service and support roles
Strong technical/functional knowledge of software systems and applications
Preferably hands-on domain experience in accounting or financial planning
Strong communicationand problem-solving skills
Exceptional customer service mindset and approach
Relationship management skills for engaging with internal and external stakeholders
Highly motivated self-starter with the ability to balance, prioritise and provideaccuratetroubleshooting and resolutions to partners, the sales and account management team and end
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 email [email protected], and one of our team will contact you.
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.
2024 Circle Back Initiative Employer – we commit to respond to every applicant.
Endorsed byWORK180, 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.
Seek Star Awards 2024 - Nominated as a finalist for the Best Employer Brand Initiative
HUB24 is an equal opportunity employer. We are committed to creating an inclusive environment where diverse perspectives are valued and every individual is treated with respect. We welcome applications from people of all backgrounds, including Aboriginal and Torres Strait Islander peoples, people with disabilities, people from culturally and linguistically diverse communities, and people of all gender identities and sexual orientations. If you require adjustments to the recruitment process or have accessibility requirements, please let us know – we’re here to support you
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.
Offices: Level 17, 5 Martin Place, Sydney, NSW 2000, AU
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.
Offices: Level 17, 5 Martin Place, Sydney, NSW 2000, AU