Client Services Representative

Challenger Limited is an ASX-listed investment management firm managing $131 billion in assets (as at 31 December 2024). Life with us is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for a better retirement._
- We achieve this goal by providing a work environment where people from diverse backgrounds, with a range of skills and experiences can contribute and succeed._

Join our Customer Contact Centre Team as a Client Services Representative- A fantastic entry point into our business if you're eager to deepen your understanding of financial services in a customer-centric role.- We're seeking individuals who enjoy problem-solving, embrace complexity, and are proactive in seeking improvements. If you're curious, quick to learn, and confident in communication, you'll thrive in our team.- Our Contact Centre team works flexibly in our Sydney CBD offices, and after an initial onboarding period you will typically balance three days in the office with two days from home.- This role is available for an initial 12 Month period

What to expect

These roles are available after a series of successful internal promotions. You'll be joining the team at an exciting time of change and transformation. To succeed in this environment, you’ll need to be adaptable, resilient and customer focused. If you can stay steady when things are evolving, and if you see change as a chance to learn and grow, you’ll find the role rewarding.

As a Client Service Representative, you’ll directly assist customers and advisers in navigating their investment and retirement products and systems queries. This position provides meaningful work that will develop your skills, laying a strong foundation for your future career.

Key Responsibilities-
- Take ownership of issues, ensuring thorough resolution by consulting policies or coordinating internally.- Stay updated with evolving processes and maintain knowledge of our products and services.- Identify and suggest improvements to enhance the customer and team experience.- Helping customers help themselves — providing clear, useful information that customers can use.- Maintain professionalism during high-pressure or sensitive interactions.- Balancing competing priorities while maintaining high attention to detail.

About you

We're looking for someone who communicates clearly and confidently with a wide range of people — both inside and outside the business. You’ll have previous customer service experience (phone-based is a big plus)

You know how to prioritise when everything feels urgent — and can still stay calm and focused.

You’ll also have- Strong written and verbal communication — clear, confident and professional- A growth mindset — you’re open to feedback, quick to learn, and comfortable navigating change- You're a team player who communicates well and supports your colleagues- A good head for detail and the ability to juggle multiple systems- Ability to remain composed under pressure and in a fast-paced environment

Nice to have but not essential- RG146 certification and knowledge of retirement products are advantageous but not mandatory.- Studying or qualified in a finance-related discipline is great, but again, not a deal-breaker

Additional Info

This is a 12-month contract role — a great opportunity to build your financial services experience, sharpen your customer service skills, and work alongside a team who genuinely care about what they do. Whether you're exploring the sector or building toward something longer-term, it’s a solid start to your career story.
- We value inclusion and diversity of thought, promote flexible working practices so our people can integrate their work and personal lives, and are proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality._
- We believe in bringing your authentic self and a belonging in our culture. We are prideful in participating in the Australian Workplace Equality Index (AWEI) as a national benchmark on LGBTQ+ workplace inclusion and best practice in Australia. We offer the opportunity for a broad career experience and value people who are inquisitive and rigorous and are driven to make a difference._

Job type:
Max Term (Fixed Term)

Posting Close Date:
30/05/2025

About Us
- Life at Challenger is fast moving and always exciting. Together we’re driving to deliver our vision to provide our customers with financial security for retirement.
- Our people bring their diverse backgrounds and perspectives to a workplace which is inclusive, flexible, and driven by our values - act with integrity, aim high, collaborate and think customer.
- Our environment is one where our passionate teams can thrive. Our people quickly discover that a role at Challenger is much more than just a job. Our working environment is unique and encourages our employees to share their ideas and feel empowered to tackle new opportunities.