Investor Services Specialist

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.
Your Team

As a Customer Service Representative, you'll have the chance to positively impact our members' lives and enhance the experience for our customers, which include financial advisers and employers distributing our products. Our Contact Centre, consisting of 130 dedicated employees, are committed to realising our vision of becoming Australia's first choice for retirement and investment savings. This role encompasses four tiers, offering you the opportunity for continuous personal growth and upskilling as you progress through the Contact Centre, contributing to your professional development. 

At CFS, we believe work life balance means something different for everyone, this role is based in our Sydney CBD office. The first 6 months are full time in office and then you can work up to 2 days per week from home with greater flexibility on offer after 6 months to suit your lifestyle goals. 

Please note, these positions will be commencing on 15th June 2026. Interviews will take place on 12th and 20th of May 2026. 

Your Responsibilities

• Be the primary point of contact, delivering exceptional customer service and empathy to inbound calls from our customers addressing enquiries about superannuation, investments, and pensions.
• Simplify intricate information for our members in a manner that's easy for them to comprehend.
• Skillfully utilise our knowledge library and website to source vital information.
• Swiftly identify and elevate issues for comprehensive investigation and resolution.
• Embrace a drive to achieve key performance indicators while remaining open to coaching and feedback, fostering continuous improvement and growth.

 Your Capability and Experience

• A passion for providing exceptional customer service with a special focus on empathy
• Experience in Retail, Hospitality and Contact Centre's are desired but not necessary
• You thrive in fast-paced, results-orientated environments, finding fulfillment in such settings
• Possess excellent communication and active listening skills, ensuring a seamless and professional exchange with customers
• Enjoy learning about new systems and demystifying complex information.

What to Expect 

At CFS, you'll be working among the very best in the wealth management industry. It's an inspiring environment that encourages development and celebrates success. Other things to look forward to:

• Access to CFS Employer Super, which offers an expansive investment menu and flexible insurance solutions 
• Support with financial services, including discounts on home loans and daily bank accounts through our partnership with a leading financial institution
• Access to 24/7 confidential support covering safety, medical and mental health services 
• Additional leave day to celebrate your birthday
• Life Leave - 3 days per annum to focus on your wellbeing or celebrate a special event 
• Exclusive discounts on retail, travel and entertainment

CFS Culture 

At CFS we are committed to creating a thriving environment where individuals can flourish. We believe that success is built upon strong teams, and we are dedicated to celebrating uniqueness, championing individuality, and supporting a diverse and inclusive workforce. We believe that when you can truly be yourself, you can unlock your full potential. 
 Apply today and join us in helping Australians to achieve their financial freedom. 
Please note, CFS requires all candidates to have full work rights in Australia. 

This role is based on Gadigal land (Sydney).

Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate's employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.