Senior Investment Services Coordinator

1 week ago

Melbourne, Victoria, Australia beBeeFinancial Full time $61,900 - $76,700

About Insignia Financial comprises leading brands offering financial advice, superannuation, investments and estate and trustee services.

As a Customer Onboarding Specialist you will be part of a division that provides investment and superannuation products to corporate, institutional and retail customers.

Key Responsibilities:

  • Liaise with financial advisors and sales teams to address discrepancies.
  • Ensure client needs are met by delivering high-quality service standards.
  • Demonstrate professional behavior while ensuring compliance with external legislation and internal policies.
  • Participate in team meetings, continuous improvement practices and knowledge sharing.
  • Identify potential risks and escalate them to management for consideration.
  • Complete mandatory training and understand the regulatory context of the organization.

Requirements for Success:

  • High attention to detail and a thirst for learning.
  • Understanding of deadlines and time-sensitive cases.
  • Ability to work autonomously when required.
  • Collaborate for seamless customer experiences.
  • Share best practices and positively contribute to the team.

What We Offer

In return for your commitment, you will receive extensive training and growth opportunities.

You will join a culture that values passion innovation diversity community care and employee wellbeing.

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