Customer Service Consultant
Sydney
CLASS – Customer Support /
Full Time /
Hybrid
A BIT ABOUT US
Class is a subsidiary of HUB24 Limited (ASX:HUB), a leading provider of integrated platforms, technology and data solutions for financial advisers, accountants, private banks, licensees, stockbrokers and their clients. HUB24 delivers innovative product and technology solutions to empower better financial futures, together.
But it’s not just about what we do. It’s about empowering the wealth industry to change peoples’ lives for the better. We believe that nothing happens in isolation, so we work together and collaborate with our customers and the industry, building confidence.
We are seeking an experienced and passionate Customer Service Consultant to join our team and be the first point of contact and escalation point for established clients’, with a focus on complex and technical issues relating to using the Class suite of products/platforms.
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)
This role is an excellent opportunity for an ex Accountant who wants to move into a Customer Service role but still use their Accounting skills OR if you are passionate about Accounting and have previously worked in that area and you feel your next move is with a fintech business, please get in touch!
THE CLASS STORY
At Class, our vision is to reimagine a simpler, more automated world for our customers through innovation and technology leadership. We reimagine solutions through the smart application of technology to make processing and data connection painless and by simplifying complex customer problems.
Benefits and Life at HUB24 Learn more about our employee benefits HERE.
We pride ourselves on being an inclusive employer of choice where our people can bring their whole selves to work and feel 100% safe and supported to do so. If you don't feel you fit this role 100%, we would still love to hear from you. Tell us what you're interested in - you still might have a skill we didn't realise we needed!
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 contact recruitment@hub24.com.au and one of our team will be in touch.
- 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.
