
Investor Services Specialist
2 weeks ago
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 Hawthorn East Melbourne Office. The first 6 weeks are full time in office and then you can work up to 3 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 13th of January 2025and the interviews will take place on 26th November 2024
**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.
- 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.
**Your Capability and Experience**
- A passion for providing exceptional customer service with a special focus on empathy
- Experience in Retail, Hospitality and Contact Centre's are desired but not necessary
- You thrive in fast-paced, results-orientated environments, finding fulfillment in such settings
- Possess excellent communication and active listening skills, ensuring a seamless and professional exchange with customers
- Enjoy learning about new systems and demystifying complex information.
**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 eventExclusive 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.
This role is based on Wurundjeri Woi-wurrang land (Hawthorn East)
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