Client Solutions Specialist - Transfers
Location:
MELBOURNE, VIC, AU, 3008
Employment Type: Permanent Full Time
- Serve as the primary contact for client and adviser enquiries related to transfers, providing end-to-end support with strong technical expertise.
- Deliver accurate administrative support and exceptional customer service across multiple channels, ensuring attention to detail and effective issue resolution.
- 2 x Opportunities - 1 x Max Term, 1 x Permanent
The opportunity to join our team
The Client Solutions Specialist – Transfers is responsible for managing transfers, including in-specie transfers and recontributions, while providing high-quality administrative support and client/adviser engagement across phone, web chat, and email. This role requires strong technical knowledge, exceptional attention to detail, and a commitment to delivering outstanding service to both clients and advisers.
Key Responsibilities:
- Use multiple systems to accurately manage client information and data processing tasks.
- Respond proactively to client inquiries and issues through phone, email, and web chat channels.
- Collaborate and share knowledge with team members to ensure smooth service delivery and customer satisfaction.
- Maintain reliability, honesty, punctuality, and flexibility while adhering to schedules and supporting overflow work.
- Communicate effectively with stakeholders and raise concerns regarding compliance or risk management.
What you will bring:
- At least 3 years of client-facing experience in superannuation, pension, or custody/administration of transfers.
- Proficient in Microsoft Suite and familiar with internal systems like ASIS and Rocket.
- Strong verbal and written communication skills focused on client satisfaction.
- Excellent attention to detail, time management, and ability to adapt to new technologies.
- Reliable, honest, punctual, collaborative, self-motivated, with RG146 qualification preferred but not required.
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 good 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.