Client Solutions Specialist

Be the voice of Insignia Financial for our valued clients and deliver responsive, end-to-end support across phone, email, and chat. In this role, you'll play a key part in delivering service excellence across inbound client enquiries and critical administrative tasks.

Requirements

• 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

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Visa Sponsorship
• Four Day Work Week
• Generous Parental Leave
• Tuition Reimbursement
• Relocation Assistance