Client Onboarding & Solutions Specialist

Shift; North Sydney Council; Hybrid; AUD 65,000 - 90,000; Full time

Benefits offered by this job

Collaborative teams

100-day roadmap reviews

Flexible working environment

Parental leave

Office collaboration spaces

Wellbeing benefits

Job summary

Shift, a financial services provider in Australia, is seeking a Client Onboarding Specialist to support customers from application through settlement, aligning products to client needs. Based in North Sydney with hybrid work, you’ll assess applications, make credit decisions, and guide business owners and brokers through onboarding.

You’ll bring experience in lending or sales, strong communication, and a knack for building trusted relationships while navigating regulatory requirements and

Qualifications

• Experience preferred in lending or sales role within financial services.
• Demonstrated ability to position products in a competitive market.
• Proven track record of delivering high-quality customer service and meeting performance targets.
• Excellent communication skills – strong written and verbal communication, active listening.
• Relationship building with customers, brokers, and stakeholders.
• Technical systems knowledge (CRM, loan origination, onboarding platforms).
• Problem-solving to address immediate customer needs.
• High attention to detail.

Responsibilities

• Assist business owners and brokers to identify suitable products based on needs with expert knowledge.
• Explain key features and benefits of Shift.
• Own the customer onboarding journey, including registration and compliance requirements for onboarding.
• Make credit decisions within authority levels.
• Maintain accurate records and systems.
• Answer inbound customer calls as part of a rotating roster within the team.
• Comply with lending guidelines and regulatory obligations.

Skills

Lending experience

Sales experience

Customer service

Communication skills

Relationship management

Attention to detail

Tools

CRM systems

Loan origination

Onboarding platforms

Job description

Shift, a financial services provider in Australia, is seeking a Client Onboarding Specialist to support customers from application through settlement, aligning products to client needs. Based in North Sydney with hybrid work, you’ll assess applications, make credit decisions, and guide business owners and brokers through onboarding.

You’ll bring experience in lending or sales, strong communication, and a knack for building trusted relationships while navigating regulatory requirements and