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.
Responsibilities
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.
Please note: As part of our recruitment process, shortlisted candidates will be required to attend one of our Engagement Centre sessions on 2 September 2026 or 15 September 2026.
Skills Required
- Experience in retail, hospitality, contact centres, or other customer-facing environments
- Strong communication and active listening skills to build rapport and create positive customer experiences
- Confidence using multiple systems and ability to learn new information in a fast-paced environment
- Proactive and adaptable approach with a willingness to accept feedback, coaching and continuous development
- Strong attention to detail and ability to manage multiple priorities while maintaining accuracy
- Financial services experience
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.
