Client Solutions Specialist

3 weeks ago


Hobart, Tasmania, Australia Insignia Financial Full time

Date: 18 Mar 2025

Location:

SYDNEY, NSW, AU, 2000 HOBART, TAS, AU, 7000 DOCKLANDS, VIC, AU, 3008 BRISBANE, QLD, AU, 4000

Employment Type: Permanent Full Time

  • At Insignia Financial, your voice, ideas and individuality count
  • Work flexibly – from home and from our offices
  • Work with peers who are based in Docklands (VIC), Parramatta (NSW), Wollongong (NSW), Brisbane (QLD) and Hobart (TAS)
  • Salary on offer - $69,300 inclusive of superannuation

About The Opportunity

We are seeking 15 passionate and client-focused individuals to join our team as Client Solutions Specialists. You will play a crucial role in our contact centre team, providing exceptional service to both our existing clients and financial advisors through phone, email, and web-based chat. As the friendly voice on the other end, you'll assist clients with their superannuation, insurance, investments, and pensions.

You will handle inbound calls and emails from clients and financial advisors, offering valuable information and support on superannuation, insurance, investments, and pensions while addressing inquiries and resolving issues efficiently. In addition, you'll maintain accurate and up-to-date records of client interactions, work closely with a diverse team to meet and surpass performance targets, and uphold our company's values and service standards.

What You Will Bring

You should possess excellent communication skills, both verbal and written, and have strong interpersonal skills with a passion for helping others. A positive attitude, commitment to providing exceptional service, and the willingness to learn and adapt to new information and processes are essential. Additionally, you should be able to work a rotating roster from 8am to 8pm, Monday to Friday. Our current hybrid operating model requires you to be in the office for 2 days a week but you are more than welcome to do more

We understand that not everyone has experience in the financial services industry, which is why we offer comprehensive training starting on 5th May.

If you are ready to embark on a fulfilling career in the financial services industry and have a genuine passion for helping existing clients and financial advisors navigate their superannuation, insurance, investments, and pensions, then we'd love to hear from you.

To Apply

Read more about why you should join our team here.

Please note, this position is within a segment of our business that is under transition to a global technology Company that Insignia Financial has established as a partner for administration services. We expect these changes will be finalised over the next few months, with the successful candidate for this position transferring employment to that employer. Offer terms and conditions will continue to apply, and relevant entity transfer documentation would be issued following appointment.

Applicants will be required to provide evidence of their eligibility to work in Australia, and at a minimum be required to undertake police and basic credit checks as a condition of employment.

We acknowledge and celebrate the richness that individual differences bring to our team. If you need assistance or an adjustment during the application process, please reach out and let us know.

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