Financial Services Advisor

1 month ago


Hawthorn East, Victoria, Australia COLONIAL FIRST STATE Full time

At Colonial First State, we're committed to helping Australians achieve their financial freedom.

We're seeking an experienced Investor Services Specialist to join our team in Hawthorn East Melbourne. This is a unique opportunity to positively impact the lives of our members and enhance their experience.

As a key member of our Contact Centre, you'll be responsible for delivering exceptional customer service and empathy to inbound calls from our customers addressing enquiries about superannuation, investments, and pensions.

Your responsibilities will include:

  • Simplifying intricate information for our members in a manner that's easy for them to comprehend.
  • Skillfully utilising our knowledge library and website to source vital information.
  • Swiftly identifying and elevating issues for comprehensive investigation and resolution.
  • Embracing a drive to achieve key performance indicators while remaining open to coaching and feedback, fostering continuous improvement and growth.

We're looking for someone with excellent communication and active listening skills, who can thrive in a fast-paced, results-orientated environment.

The successful candidate will have a passion for providing exceptional customer service with a special focus on empathy, and will be able to work collaboratively as part of a dynamic team.

What sets us apart is our commitment to creating a thriving environment where individuals can flourish. We believe in celebrating uniqueness, championing individuality, and supporting a diverse and inclusive workforce.

In this role, you can expect a competitive salary of around $80,000 per annum, plus access to a range of benefits including:

  • CFS Employer Super, offering 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.

We're excited to welcome the right candidate to our team and look forward to receiving your application.



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