
Adviser Service Representative
2 weeks ago
Posted: 22/07/2025
Closing Date: 04/08/2025
**Job Type**: Fixed Term
Location: Sydney
Job Category: Banking and Financial Services,Call Centre and Customer Service,Insurance & Superannuation
**Your new role**
We are seeking a dedicated individuals to join our team as Adviser Service Representatives (ASR). This position is crucial for enhancing operational efficiency and strengthening our engagement with External Financial Advisors (EFAs).
Through your proactive engagement and attention to detail, you will enhance adviser experience, strengthen relationships and contribute to the overall effectiveness of our Adviser Services Enhancements initiative.
**Key Responsibilities**
- Deliver a high standard of service through responsive inbound and outbound phone support to EFA practices
- Process Third-Party Authorities on mutual client accounts with accuracy and efficiency
- Uphold quality standards by adhering to procedures that safeguard members’ personal and financial information
- Collaborate with peers to escalate and resolve complex or time-sensitive adviser queries effectively
- Foster a positive, collaborative, and innovative team environment centred on delivering high-quality customer service
- Case manage EFA enquiries through to resolution, collaborating with internal business areas to deliver optimal customer outcomes
**What you need to excel**
- Previous experience in financial services or call centre environment, preferably in processing third-party authority requests or related functions highly regarded
- Strong attention to detail and accuracy in data entry and documentation
- Proficient phone skills, with the ability to handle incoming calls from external financial advisers and internal stakeholders in a professional and courteous manner
- Proficient in multitasking, organisation, and providing exceptional customer service while accurately capturing data during telephone interactions with customers
- Exceptional administrative abilities, encompassing strong written communication and research skills to promptly address enquiries while conversing with customers over the phone
- Ability to learn quickly on new systems while processing new information and retaining key information
**What will you get in return?**
- 12 month fixed term position, potential extension
- Comprehensive training and ongoing development to support your success
- Be part of a team with a strong focus on promoting professional development especially within the EFA team
- Meaningful opportunities to build skills, gain experience and grow your career
- Inclusive and collaborative team culture that champions diversity and professional growth
- Benefit from CSC’s commitment to excellence through the core competency framework which underpins all people processes to foster empowerment, continuous development, recognition, and a collaborative culture, ensuring you have the tools and support necessary to thrive and excel in your role.
**How do I apply?**
- **Applications close**:Monday 4**August 2025, 5:00 pm
- **Please note**: Agency submissions will not be considered for this position
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