Colonial First State14 jobs

Investor Services Specialist

JuniorMid levelFull-timeHybridShop 11/400 George St, Sydney NSW 2000, AustraliaPosted 22 hours agoVerified 1 day ago
Pending fitX of Y criteria met

About the job

As a Customer Service Representative at CFS, you will have the incredible opportunity to positively impact our members' lives while enhancing the experience for our customers. This job is all about delivering exceptional service and simplifying complex information, making a real difference in the financial freedom journey of our clients. The team thrives on collaboration and continuous growth, ensuring a supportive environment where everyone can flourish.

Meet the team

About the company

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You'll be responsible for

📞

Delivering exceptional customer service

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.
📝

Simplifying information

Simplify intricate information for our members in a manner that's easy for them to comprehend.
🔍

Utilising knowledge resources

Skillfully utilise our knowledge library and website to source vital information.

Key criteria

📞

Customer service experience

Demonstrated experience in delivering exceptional customer service.

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🗣️

Communication skills

Proven ability to communicate clearly and effectively with customers.

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📚

Knowledge of financial products

Understanding of superannuation, investments, and pensions.

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A meaningful career starts with a match

Think you're a good fit?See what the hiring team are looking for

View your fit

5 criteria for this job
Customer service experience
Demonstrated experience in delivering exceptional customer service.

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Communication skills
Proven ability to communicate clearly and effectively with customers.

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Knowledge of financial products
Understanding of superannuation, investments, and pensions.

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Fast-paced environment experience
Experience thriving in fast-paced, results-oriented settings.

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Active listening skills
Proven ability to listen actively and respond empathetically.

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