Investor Service Specialist

Are you ready to be part of an organisation that values expertise, passion and diversity? At CFS we know that the foundation of our success lies in our exceptional people. We believe in celebrating individuality, have a passion for high performance and creating an environment where you can unleash your full potential. Our people enable us to make a difference and deliver exceptional experiences to help our customers achieve financial freedom.

Your Team

Join a supportive and collaborative team dedicated to helping customers achieve their financial goals. Build valuable skills through comprehensive training, ongoing coaching and clear career development opportunities. Progress your career through structured pathways from Investor Services to Senior Adviser Services roles. Be part of a customer-focused culture that values growth, teamwork and making a meaningful difference every day.

• Deliver exceptional customer service and support to members, advisers and employers across a range of enquiries.

• Guide customers through a range of enquiries with clarity, confidence and care.

• Use multiple systems and resources to accurately resolve customer queries and maintain records.

• Identify, investigate and escalate issues where required to ensure the best customer outcomes.

• Contribute to a positive, collaborative team culture while embracing ongoing learning, coaching and development.

• Work within compliance requirements and quality standards while striving to deliver great customer experiences.

• A passion for helping people and delivering exceptional customer service, with experience in retail, hospitality, contact centres or other customer-facing environments.
• Strong communication and engaged listening skills, with the ability to build rapport and create positive customer experiences.
• Confidence using multiple systems and learning new information in a fast-paced and evolving environment.
• A proactive and adaptable approach, with a willingness to embrace feedback, coaching and continuous development.
• Strong attention to detail and the ability to manage multiple priorities while maintaining accuracy.
• Financial services experience is highly regarded but not essential. We'll provide the training and support you need to succeed.