Client Solutions Specialist (10am-6pm Shifts)

Insignia Financial Ltd

Melbourne, VIC, Australia
On-site
Client-centred support via phone, email, chat
End-to-end ownership of client enquiries
Navigate multiple systems and tools
Deliver responsive, end-to-end support across phone, email, and chat as the voice of Insignia Financial

Job Summary

  • Deliver responsive, end-to-end support across phone, email, and chat as the voice of Insignia Financial.
  • Play a key part in delivering service excellence across inbound client enquiries and critical administrative tasks.
  • Join a values-driven organisation committed to improving client outcomes and empowering its people.

Matching Summary

Deliver responsive, end-to-end support across phone, email, and chat as the voice of Insignia Financial.

Skills & Requirements

Must-have

  • Client-centred support via phone, email, chat
  • End-to-end ownership of client enquiries
  • Navigate multiple systems and tools
  • Accurate record-keeping and timely completion
  • Flexible roster within operating hours

Nice-to-have

  • Proactive, adaptable approach to learning
  • Collaborative attitude and willingness to share
  • Values-driven organisation commitment

Key Requirements

  • Prior experience in a client service role
  • Proficiency in Microsoft Office
  • Evidence of eligibility to work in Australia
  • Undertake police and basic credit checks

Work Rights

Evidence of eligibility to work in Australia required

Tailored Resume

Cover Letter