Investor Services Specialist

2 days ago

Hawthorn East, Australia Colonial First State Full time

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)

  • Edge Services Specialist

    6 days ago

    Hawthorn East, Australia Colonial First State Full time

    **The Role** The CFS Edge Service Centre is responsible for our new flagship product CFS Edge. As a Service Centre Specialist you will have the chance to positively impact our financial advisor customers by providing day to day support and education of our products and platforms using new capabilities through telephony channels and web messaging. At CFS,...

  • Edge Services Specialist

    2 days ago

    Hawthorn East, Australia Colonial First State Full time

    **The Role** The CFS Edge Service Centre is responsible for our new flagship product CFS Edge. As a Service Centre Specialist you will have the chance to positively impact our financial advisor customers by providing day to day support and education of our products and platforms using new capabilities through telephony channels and web messaging. At CFS, we...

  • Edge Service Specialist

    1 week ago

    Hawthorn East, Australia Colonial First State Full time

    Would you like to work in an organisation that encourages and supports you to be your best? At CFS you'll join an organisation that is so much more than striving to give our customers financial freedom in retirement. It's at the heart of what we do and that's why we are committed to developing a culture of expert and passionate people. **Your Team** The CFS...

  • Edge Service Specialist

    1 week ago

    Hawthorn East, Australia Colonial First State Full time

    Would you like to work in an organisation that encourages and supports you to be your best? At CFS you'll join an organisation that is so much more than striving to give our customers financial freedom in retirement. It's at the heart of what we do and that's why we are committed to developing a culture of expert and passionate people. **The Role** The CFS...

  • Edge Service Specialist

    4 hours ago

    Hawthorn East, Australia Colonial First State Full time

    Would you like to work in an organisation that encourages and supports you to be your best? At CFS you'll join an organisation that is so much more than striving to give our customers financial freedom in retirement. It's at the heart of what we do and that's why we are committed to developing a culture of expert and passionate people. **Your Team** The CFS...

  • B2b Marketing Specialist

    4 hours ago

    Hawthorn East, Australia Bunnings Full time

    **Join us and experience Bunnings from the other side of the counter!** **What’s in it for you**when you’re part of our**team**: - Team discount at Bunnings and other Wesfarmers brands including Kmart, Target and Officeworks to name a few - Free standard OnePass membership - Access to over 100+ exclusive team member benefits across health, shopping,...

  • Service Operations Specialist

    6 days ago

    Hawthorn, Australia GE HEALTHCARE Full time

    **Job Description Summary**: The Service Operations Specialist reporting to the Service Delivery Manager (SDM) is responsible supporting field engineers and customers to perform the day-to-day maintenance and repair of medical equipment. This role is responsible for clearing roadblocks, providing visibility, gathering business support to enable seamless...

  • Ecommerce Specialist

    2 weeks ago

    Hawthorn East, Australia Coles Group Full time

    Swaggle is Australia’s newest online pet retail startup. With over a year in market, and some incredible growth under our belts, we are looking for an eCommerce Specialist who is up for the challenge of helping us improve site conversion and basket size via execution of a polished & easy online experience. As a challenger brand taking on a big category,...

  • Claims Specialist

    2 weeks ago

    Hawthorn East, Australia Coles Group Full time

    **A new role = A new way to win together**: You belong at Coles Group where we look ahead, have a plan, and are up for the challenge. We learn and grow by taking career-defining opportunities and this one may just be your next. **About the team** Coles Group Insurance protects our team members, customers and business. We work across a variety of areas,...

  • Forecast Specialist

    6 days ago

    Hawthorn East, Australia Coles Supermarkets Australia Pty Full time

    We’ve been trusted to serve Aussie communities since 1914 and grown to become a top 30-listed on the ASX with 120,000 team members and a portfolio of iconic brands. At Coles Group, you’ll not only get to make a difference to millions of Aussie lives—you’ll also get to see your impact. **About the role** The engine room of our business, our Central...