Investor Services Specialist at Colonial First State | New South Wales | Rezi

Investor Services Specialist at Colonial First State

Investor Services Specialist

Colonial First State · New South Wales

1 months ago

Investor Services Specialist

Colonial First State · New South Wales

a month ago
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About the Role

As a Customer Service Representative, you'll have the chance to positively impact our members' lives and enhance the experience for our customers, including financial advisers and employers. Our Contact Centre is committed to becoming Australia's first choice for retirement and investment savings. This role offers continuous personal growth and upskilling opportunities.

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.

Requirements

  • A passion for providing exceptional customer service with a focus on empathy.
  • Experience in Retail, Hospitality and Contact Centres are desired but not necessary.
  • Thrive in fast-paced, results-orientated environments.
  • Possess excellent communication and active listening skills.
  • Enjoy learning about new systems and demystifying complex information.
  • Must have full work rights in Australia.

Skills

  • Customer Service
  • Empathy
  • Communication
  • Active Listening

Location

  • Sydney CBD

Work Type

  • Full-time in office (first couple of months)
  • Hybrid (up to 2 days per week from home after initial period)
  • Flexibility on offer after 6 months

Benefits

  • Access to CFS Employer Super with an expansive investment menu and flexible insurance solutions
  • Support with financial services, including discounts on home loans and daily bank accounts
  • 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

About the Company

  • CFS is an organisation that encourages and supports its employees.
  • CFS is committed to developing a culture of expert and passionate people.
  • CFS is committed to creating a thriving environment where individuals can flourish.
  • CFS believes that success is built upon strong teams.
  • CFS is dedicated to celebrating uniqueness, championing individuality, and supporting a diverse and inclusive workforce.
  • CFS believes that when you can truly be yourself, you can unlock your full potential.

Equal Opportunity

  • 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.