Job Description
- 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...