Date: 30 Jul 2026

Location:
SYDNEY, NSW, AU, 2000

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Employment Type: Permanent Full Time
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Customer Solutions Position within Bridges
Full time in Sydney Office
Great opportunity to use your passion for customer service

The opportunity to join our team

We are seeking a Customer Solutions Consultant to join our Advice Operations team supporting Bridges Financial Services. This is a great opportunity to build foundational experience within Advice and develop a strong understanding of client service delivery. In this role, you will be the first point of contact for client enquiries, gaining exposure to Advice Practices and working closely with experienced teams across the business.

You will build capability in client engagement, systems and workflows, providing a strong platform for future career progression within Advice, Operations or broader Customer roles.

Key Responsibilities:
Act as the first point of contact for client enquiries via phone, email and mail
Manage inbound enquiries and outbound follow-up activity for Advice Practices
Maintain accurate records of all client interactions in Xplan or relevant systems
Support scheduling and coordination of client meetings
Collaborate with Practice teams to achieve first call resolution where possible
Provide administrative and operational support as required
Ensure client needs are met in a timely and professional manner
Work proactively to support business goals and contribute to team outcomes

What you will bring:
Customer service experience with a passion for delivering great outcomes
Strong communication skills, particularly over the phone
High attention to detail and strong organisational capability
Curiosity and willingness to learn new systems,



processes and the Advice environment
Robust problem-solving skills and a proactive approach
Confidence using systems and managing multiple tasks
Reliable and accountable approach to work
A positive, can-do attitude and desire to build a career within Advice

Make your move. Make your mark.

What gets us excited about working here? Helping people do more with their money. From those starting out to those retiring. As your team, we’ll show up for you and together we will create financial wellbeing for every Australian. Because we know people who are confident about their financial future live better lives

If this sounds like your kind of career, you sound like our kind of person. Here, you’ll be making a positive impact in people’s lives straightaway – and every day. The first point of contact for our clients whenever they need support.

Along the way, you’ll be free to learn new skills, grow, and get great things done. Around here, we like to call it “putting our fingerprints on the future”.

Showing up for every Australian

We’re one of Australia’s leading financial wellbeing organisations, helping people feel valuable about their money. This starts by helping our people feel good about working here. That means flexibility. Plenty of opportunity. And celebrating all the unique things that make you, you – what matters to you, matters to us.

To Apply

Read more about why you should join our team https://www.insigniafinancial.com.au/careers/working-with-us/why-join-our-team.

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.

Please note that applications from agencies will not be considered at this time.

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.

📌 Customer Solutions Consultant (Sydney)
🏢 Insignia Financial
📍 Sydney