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.

Benefits and Life at HUB24

Learn more about our employee benefits HERE.

Job Summary:

We are seeking a passionate Customer Service Consultant to join our team and act as the first point of contact and escalation for our established clients. In this role, you will support customers with complex and technical queries related to the use of the Class suite of products and platforms, delivering a high-quality and solutions-focused customer experience.

This opportunity is ideal for accountants—particularly those with SMSF experience—who are looking to transition into the FinTech industry and apply their technical knowledge in a client-facing, technology-driven environment.
At Class, we are committed to developing our people. After 2–3 years of service in the Customer Service team, high-performing team members may have the opportunity to apply for internal career pathways, including roles such as Business Analyst, Client Relationship Manager, Implementation Consultant, Technical Analyst, or Associate Product Manager, among others.

Responsibilities:

• Provide software application support and problem resolution for users of the various Class platforms
• Answer and log customer enquiries received via phone, email, and other channels
• Assist entry level and intermediate customer service consultants with troubleshooting complex customer queries
• Assist with the development of training courses and training material for delivery to users and internal staff
• Provide subject matter expertise and analysis of requirements specification for new features of Class platforms
• Participate in testing and act as a point of reference for new software features as part of the regular release cycles
• Review customer requests and feedback periodically with Team Leaders to identify and act on opportunities for improvement
• Assist with the technical aspects of Corporate Actions and the annual Tax Statement Projects
• Monitor industry and legislative changes in order to ensure such changes are implemented and supported in a timely and satisfactory manner.

Requirements:

• A formal degree\certificate qualification in accounting
• SMSF experience (highly desirable)
• CPA or CA qualifications
• Experience working in the accounting SMSF industry and / or help desk environment
• Experience with Class suite of platforms (Class Super, Class Trust, NowInfinity)
• Excellent written and oral communication skills
• Ability to troubleshoot issues and determine resolutions to complex issues
• Knowledge of Australian Superannuation and Trust legislation and practice (desirable)

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 recruitment@hub24.com.au, 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.

*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.

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