Customer Service Consultant

Vor 2 Tagen

Perth, Österreich HUB24 Limited Vollzeit

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.

The Senior Customer Service Consultant will 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.

This is a permanent full-time position that allows for up to three days of remote work per week. Our offices are located in Sydney CBD, but we are flexible regarding the work location, including options in Perth, Melbourne, and Gold Coast.

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 chat 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 (highly desirable)
  • Experience working in the accounting SMSF industry and / or help desk environment 
  • Experience with Class suite of platforms (Class Super, Class Trust) 
  • 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.

Class Employee Benefits

Employee Share Scheme: Receive tax free shares on an annual basis (permanent employees only).

Unlimited Access to External and Internal Learning: Learn, grow, and develop with us.

Self-Funded and Bonus: Purchase 2 extra weeks of additional leave per year on top of your standard 4 weeks, plus an extra 5 days if you use your 20 days of leave within 12 months.

Enhanced Parental Leave: We offer 12 weeks of paid parental leave in addition to statutory government leave.

Flexible Working: We offer hybrid working arrangements.

HUBlife: Enjoy a huge range of discounts including health, wellness and financial with our corporate partners.

Employee Assistance Program: Well-being Service provided to you plus your family members.

At Class, 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

*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.

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