Financial Services Representative
6 days ago
Insignia Financial is seeking a highly motivated and enthusiastic Financial Services Representative to join our team as Client Solutions Specialists.
As a Financial Services Representative, you will be responsible for providing exceptional service to clients and financial advisors through phone, email, and web-based chat.
You will handle inbound calls and emails from clients and financial advisors, offering valuable information and support on superannuation, insurance, investments, and pensions.
About Our TeamWe're a dynamic team of professionals who are passionate about delivering exceptional service to our clients and financial advisors.
- We're committed to creating a positive and inclusive work environment that fosters collaboration and growth.
- We offer a comprehensive training program to ensure our employees have the skills and knowledge needed to succeed in their roles.
You will be responsible for:
- Providing exceptional service to clients and financial advisors through phone, email, and web-based chat.
- Handling inbound calls and emails from clients and financial advisors.
- Maintaining accurate and up-to-date records of client interactions.
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