Client Onboarding Specialist

About the role

As a Client Onboarding Specialist (internally known as Customer Solutions Specialist), you will support customers through the onboarding journey from application to settlement, ensuring a smooth and positive experience. You will assess applications, make credit decisions within scorecard frameworks, and align Shift’s products to meet customer needs.

Key responsibilities

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

Required profile

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

Required skills

• CRM
• Loan origination platforms
• Onboarding platforms

What we offer

• Collaborative, flat‑structure teams that enable learning from colleagues and senior leaders.
• Regular 100‑day gatherings to share product, technology roadmap and business strategy.
• Flexible hybrid working environment with a minimum of three days onsite per week.
• Industry‑leading 26 weeks paid parental leave.
• Purpose‑built office spaces designed for collaboration, brainstorming, socialising and focused work.
• Comprehensive wellbeing benefits, including a day off on your birthday and end‑of‑trip facilities.