Customer Service Consultant

The Role - 12 month fixed term contract

As a Customer Service Consultant at Insignia Financial you’ll be dealing with financial advisors and assisting them with getting the required forms and educating them to our online portal, so they can self-serve and save time down the track. It’s a mix of a contact centre role, educator and problem solver – you’ll make sure that the advisors work gets to the correct area of the business and to the right department. There’s an element of case managing to this role, you’ll always be keeping advisors in the loop around where their requests are at, and if they have concerns or issues, you’ll explore these further and work with them to find out the best possible solution.

You’ll be joining a wider team of about 20 who are very supportive, approachable and collaborative – it’s a team who really celebrate success and genuinely care about your career development. This role is a great entry level role into the business as you’ll connect to many different areas, from product and tech, right through to leadership and communications. There’s lots of growth in this role, we want to invest in you, and this is the role where you’ll be able to develop and build your skills. Full training provided (which goes for about 3-6 months), oh and it’s a mix of working from both home and the office in Docklands.

What we are looking for in successful candidates

You have strong customer service skills and enjoy working in a team but can also work alone as you gain your confidence.

Full training is provided, so no financial services experience is required. People describe you as a hard worker who works great in a team, and you say you’re a quick learner who has a passion for providing exception customer service to everyone you deal with. Not one to sit back in team meetings, you’re open to challenging the way things are done and speak up if something doesn’t feel right. At the end of the day, you have a strong desire to work in a supportive team within a dynamic financial wellbeing company, so why wait? Apply today

Benefits

• In return, we offer development opportunities at an ASX top 200 company
• A professional, supportive and friendly culture
• A range of corporate and lifestyle benefits

The Business

Insignia Financial is one of Australia’s leading wealth management organisations, undertaking a rapid and exciting transformation. The Insignia Financial group has been helping Australians secure their future since 1846. During that time, we have grown substantially to become a leading provider of quality financial services. We now manage and administer more than $200 billion of client monies and are listed on the Australian Securities Exchange in the ASX top 200 (ASX:IFL).

To Apply

Please submit your resume with a covering letter by clicking on “Apply Now.”

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.

Insignia Financial is an inclusive and equal opportunity employer. We encourage applications regardless of race, ethnicity, age, religion, gender, national origin, disability status, or any other characteristic protected by law. If you need assistance or an adjustment during the application process because of a disability, it is available upon request.

Please be aware that Insignia Financial is currently undergoing an Organisational Design process, which may impact future organisational structure.