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About the Role
A fantastic opportunity to gain a deeper understanding of financial services and be involved in meaningful work across the business that will challenge you and enrich your career path. You will be working in a supportive, team-based environment and have exposure to all aspects of the company.
Responsibilities
- Processing applications, maturities, and withdrawals for clients within set SLAs
- Vetting incorrect forms and requests and following up via email and outgoing phone calls to investors and financial advisers
- Identify and escalate priority issues with Leaders for quick resolution.
- Desire to support our extended team to meet customer servicing needs by skilling up.
- Attend relevant training and meetings and demonstrates constructive participation in collaborative settings.
- Proactive in own learning and seeks opportunity for growth and development of new skills.
- Leverage your creativity to identify opportunities to recommend and influence process improvements.
- Make responsible decisions within limits of authority to resolve minor difficulties and devise solutions to unique problems.
- Other duties as assigned by Team Leader to meet customer and team needs.
Requirements
- Ideally have studied in a finance related discipline.
- 12 months customer service experience or administration experience (not limited to financial services).
- Confident and professional written communication skills.
- Strong active-listening and verbal-communication skills.
- Sound computer literacy and the ability to work with multiple applications.
- Great attention to detail, you’ll pride yourself on your accuracy.
- Demonstrated success working in a team.
- Awareness of customer service principles and practices.
- Ability to multitask and manage time effectively.
- An understanding of Retirement and Managed Investment products in the Australian market would be highly regarded.
Skills
- Financial services
- Customer service
- Administration
- Written communication
- Active listening
- Verbal communication
- Computer literacy
- Attention to detail
- Teamwork
- Multitasking
- Time management
- Process improvement
- Problem-solving
Location
- Sydney CBD
Work Type
- Hybrid
- Permanent
Experience Level
- 12 months customer service or administration experience
Education Level
- Finance related discipline
Benefits
- Competitive discretionary bonus scheme
- 18 weeks paid parental leave for all new parents
- Challenger Day – one extra day off every year
- Additional support leave (fertility, gender affirmation)
- Extra superannuation contributions
- Employee share plan
- Employee Assistance Programme
- Subsidised on-site café
- Access to free onsite yoga, mindfulness and Pilates classes.
- Fitness Passport
- Access to annual free flu shots & skin checks
About the Company
- Challenger Limited is an ASX-listed investment management firm managing $120 billion in assets (as at 30 June 2026).
- We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed.
- At Challenger, we’re small enough to be agile, but big enough to accelerate bold ideas.
- We support your growth and development, offering flexibility and a culture that values your unique contributions.
- Challenger's employee value proposition guides how we work: Grow and realise your potential, supporting each other, stronger together and making things happen.
- Our culture encourages curiosity, considered thinking and meaningful contribution, with opportunities to build a broad and rewarding career.
Equal Opportunity
- We are committed to fostering a safe, inclusive and respectful workplace where people of all backgrounds, identities and ways of thinking can thrive, and promoting flexible working to support work-life balance.
- Challenger is proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality, a Family Friendly Workplace and recognised as a Bronze Employer in the Australian Workplace Equality Index (AWEI), the national benchmark for LGBTQ+ workplace inclusion.