Financial Services Consultant: Delivering Exceptional Customer Experiences

1 week ago


Sydney, New South Wales, Australia COLONIAL FIRST STATE Full time
About Colonial First State

We are a leading provider of retirement and investment solutions, dedicated to helping Australians achieve their financial goals. Our team is passionate about delivering exceptional customer experiences and providing tailored solutions to meet the needs of our members.

Job Summary

We are seeking an experienced Financial Services Consultant to join our team in Sydney. As a key member of our contact centre, you will be responsible for delivering exceptional customer service and empathy to inbound calls from our customers addressing enquiries about superannuation, investments, and pensions.

Key Responsibilities
  • Be the primary point of contact for customers, delivering exceptional customer service and empathy through inbound calls.
  • Simplify intricate information for customers in a manner that's easy for them to comprehend.
  • Utilise our knowledge library and website to source vital information and provide accurate answers to customer enquiries.
  • Identify and escalate 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
  • Possess excellent communication and active listening skills, ensuring a seamless and professional exchange with customers.
  • Enjoy learning about new systems and demystifying complex information.
  • Experience in retail, hospitality, and contact centres is desired but not necessary.
  • You thrive in fast-paced, results-orientated environments, finding fulfillment in such settings.
Benefits
  • Access to 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.

$85,000 - $110,000 per annum + superannuation, depending on experience. A salary range is provided as it varies based on qualifications and job level.


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