Client Onboarding 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

At Shift, we’re business specialists dedicated to helping Australian SMEs take control of their cashflow, streamline trade terms and choose the right financial products.

We believe Australian businesses are the driving force behind our economy and are core to our communities. That’s why our business expertise, focus on relationships, and market-leading technology is at the core of everything we do.

We’ve helped solve the credit and payment pain points for more than 30,000 businesses, providing over $6 billion in aggregate funding.

Our unique approach to product innovation combined with our collaborative culture means you can build your career in a supportive environment. You’ll be joining a diverse team of over 300 people who are always looking to deliver better outcomes for Australian businesses.

About the role:

As a Client Onboarding Specialist (Internally known as Customer Solutions Specialist), you’ll play a key role in supporting customers through the onboarding journey from application through to settlement ensuring a smooth and positive experience. You’ll assess applications, make credit decisions within scorecard frameworks, and align Shift’s products to meet customer needs. This is a solutions-driven role, where you’ll work closely with business owners and brokers to identify the most suitable product, helping position Shift competitively in the market.

Based in our North Sydney office, we offer hybrid work flexibility, with a minimum of three days in the office each week.

What you’ll do:

• Assist business owners and brokers in identifying the most suitable product based on needs and circumstances with expert knowledge on Shift's products.
• 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.

What you’ll bring:

• 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.

Key benefits:

• Collaborative teams – a flat structure means everyone can learn from colleagues and senior leaders around the business.
• Be involved – come together with all of your colleagues every 100 days to share the product and technology roadmap and business strategy.
• Flexible working environment – we’re headquartered in North Sydney with state-based workplaces and offer a flexible work policy.
• Family support – industry leading 26 weeks paid parental leave.
• Purpose built spaces within our office – designed for collaboration, brainstorming, socialising, and focused work.
• Range of benefits supporting your physical, psychological and financial wellbeing. From a day off on your birthday to excellent end of trip facilities.