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
The Employer Plus team is part of CFS’s FirstChoice Operations which is accountable for operational excellence, supporting customers, employers and relationship managers and ensuring efficient, compliant processing of transactions and services.
Your Responsibilities
- Deliver high-quality, responsive support to employers and payroll contacts across a range of operational and servicing enquiries
- Manage employer enquiries through to resolution with clear ownership, follow-through, and proactive communication
- Triage and coordinate enquiries efficiently across internal teams to minimise delays, hand-offs, and operational friction
- Coordinate across teams to ensure seamless handoffs and minimal friction
- Support employer servicing uplift initiatives focused on improving responsiveness, consistency, and service experience
- Communicate clearly, explaining processes and next steps in simple, practical and customer-friendly language
- Identify recurring issues, process gaps, and operational pain points and contribute to continuous service improvement initiatives
- Partner with Relationship Managers and internal operational teams to improve servicing alignment and employer outcomes
- Contribute to delivering a more consistent, responsive, and customer-focused service experience
- Support the evolution of a more employer-centric servicing model through practical feedback, collaboration, and continuous improvement
Your Capability and Experience
- Exceptional customer service skills (phone and email)
- Has experience in a similar role in investment &/or superannuation industry
- RG 146 Compliant would be beneficial
- Ability to coach or mentor others
- Previous experience in Financial Services administrator roles is highly desirable
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 event
Exclusive 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.
Apply today and join us in helping Australians to achieve their financial freedom.
Please note, CFS requires all candidates to have full work rights in Australia.
Where we have preferred candidates, background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.
This role is based on Gadigal Land (Sydney).
Skills Required
- Exceptional customer service skills using phone and email
- Experience in a similar role within the investment or superannuation industry
- RG 146 compliance
- Ability to coach or mentor others
- Previous experience in financial services administration
- Full work rights in Australia
What We Do
We’ve helped over 3 million Australians and counting. We provide superannuation, investment and retirement products to members as well as to corporate and superannuation fund investors. Our wide range and investment management expertise spans Australian and global shares, property, fixed interest, credit, hedge funds, infrastructure and private equity. The privacy of your personal information is important to us. We will handle all personal information collected in accordance with applicable privacy laws and our privacy policy and collection statement which can be accessed here www.cfs.com.au/privacy. If you have any questions in relation to our privacy practices or would like to request a copy of our privacy policy please contact us on 13 13 36. Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee and issuer of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the issuer and Investor Directed Portfolio Services (IDPS) operator and administrator of investment products. Information on this social media may include general advice but does not consider your individual objectives, financial situation, needs or tax circumstances. You can find the target market determinations (TMD) for our financial products at www.cfs.com.au/tmd, which include a description of who a financial product might suit. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. You can get the FirstChoice PDSs and the FSG from www.cfs.com.au or by calling 13 13 36 and FirstWrap PDSs, FSGs and IDPS Guides from www.firstwrap.com.au or your adviser.
