Client Onboarding Specialist

Shift

Client Onboarding Specialist assisting business owners in identifying suitable financial products for their needs. Providing excellent customer support through the onboarding journey and maintaining compliance requirements.

Posted 7/21/2026full-timeSydney • 🇦🇺 AustraliaMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in customer onboarding and compliance within the financial services sector, with a strong focus on delivering high-quality customer service and maintaining accurate records. Proficient in relationship building and problem-solving to effectively address customer needs.

Highest-signal resume keywords

Customer OnboardingLending Guidelines ComplianceTechnical Systems KnowledgeHigh-Quality Customer ServiceRelationship Building

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Lending ExperienceSales ExperienceProduct PositioningPerformance Target AchievementAttention to Detail

Soft Skills

Excellent CommunicationActive ListeningProblem-Solving

Tools & Technologies

CRMLoan Origination SystemsOnboarding Platforms

Industry Keywords

Financial ServicesRegulatory ObligationsCustomer JourneyCredit Decisions

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

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

Benefits

Comp & perks

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.