Advisor Solutions Specialist

• 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 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.