Be the voice of Insignia Financial for our valued clients
Deliver responsive, end-to-end support across phone, email, and chat
2 Permanent full time opportunities available in Melbourne or Sydney
The opportunity to join our team
We're looking for Advisor Solutions Specialist join our team. In this role, you'll play a key part in delivering service excellence across inbound client enquiries and critical administrative tasks. Acting as the first point of contact, you'll guide clients through their journey with care, clarity, and confidence - while ensuring data and workflows are managed accurately behind the scenes. This is a great opportunity to join a values-driven organisation that's committed to improving client outcomes and empowering its people.
Key Responsibilities:
Deliver client-centred support via phone, email, and web chat by understanding and responding to a range of client needs
Take end-to-end ownership of client enquiries, issues, and complaints, ensuring timely and effective resolution
Navigate multiple systems and tools to access, update, and process client information accurately
Perform administrative and data entry tasks with a strong focus on detail and accuracy
Engage clearly and empathetically with clients and internal stakeholders
Work collaboratively to improve service delivery and remove inefficiencies
Seek guidance when needed and actively participate in ongoing learning and development
Meet all compliance and governance expectations,



including accurate record-keeping and timely completion of training
Contribute to a supportive team environment and continuous improvement culture
Comfortable working a flexible roster within our operating hours (8am–8pm AEST), with initial shifts typically scheduled between 10am and 6pm.
What you will bring:
Prior experience in a client service or client-facing role
Proficiency in Microsoft Office and confidence using online systems
Strong written and verbal communication skills
Excellent attention to detail, especially in data processing and administration
Effective time management and ability to prioritise in a fast-paced environment
A proactive, adaptable approach to learning and problem-solving
Reliability, honesty, and a commitment to delivering on promises
A collaborative attitude and willingness to share feedback and ideas
To Apply
Read more about why you should join our team

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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.

📌 Advisor Solutions Specialist (Australia)
🏢 Insignia Financial
📍 Australia