Client Solutions Specialist
Location:HOBART, TAS, AU, 7000

Employment Type: Permanent Full Time

• Be the voice of Insignia Financial for our valued clients
• Deliver responsive, end-to-end support across phone, email, and chat
• Permanent full-time opportunity with roles available in Hobart, start date mid-September

THE OPPORTUNITY TO JOIN OUR TEAM

We’re looking for Client Solutions Specialists to join our Wrap 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.

• 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