The Role

The CFS Edge Service Centre is responsible for our new flagship product CFS Edge. As a Service Centre Specialist you will have the chance to positively impact our financial advisor customers by providing day to day support and education of our products and platforms using new capabilities through telephony channels and web messaging.

At CFS, we believe work life balance means something different for everyone, this role is based in our newly renovated Hawthorn East office with the option of 2 days per week of working from home after the training period to suit your lifestyle goals.

Your Responsibilities

• Be the primary point of contact, delivering exceptional customer service to our advisor and their support staff with a focus on first call resolution.
• Develop positive relationships and manage customer interactions via web chat, Inbound calls, emails and follow up outstanding requirements with Advisers, their support staff, or investors.
• Focus on educating and supporting Customers to self-serve on the platform using every opportunity to direct back to our digital channels to achieve full adoption of the platform capability.
• Swiftly identify and elevate issues for comprehensive investigation and resolution.
• Embrace a drive to achieve key performance indicators while remaining open to coaching and feedback, fostering continuous improvement and growth.

Your Capability and Experience

• Customer service experience in the superannuation and investment industry is preferred, candidates from financial services are also encouraged to apply
• A passion for customer obsession and putting the customer at the front of everything you do
• You thrive in fast-paced, results-orientated environments, finding fulfillment in such settings
• Possess excellent communication and active listening skills, ensuring a seamless and professional exchange with customers
• Enjoy learning about new systems and demystifying complex information for our customers.

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 contingent workers to have relavant 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 Boon Wurrung land (Melbourne)