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 strong focus on performance and create an environment where you can grow and build your career. Our people enable us to make a difference and deliver great experiences that help our customers work towards 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.

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.
• Explain information clearly and in a way that’s easy for customers to understand.
• Use internal systems, knowledge libraries and resources to find the right information.
• Recognise when something needs further support and escalate issues for investigation and resolution.
• Work towards set KPIs while being open to feedback, coaching, and ongoing development.
• Your Capability and Experience
• A passion for providing great customer service with a strong focus on empathy
• Experience in Retail, Hospitality and Contact Centre's are desired but not necessary
• You’re comfortable working in a busy, target-driven environment
• Possess excellent communication and active listening skills, ensuring a smooth and professional experience for customers
• Enjoy learning new systems and building your knowledge over time

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.