Investor Services 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.

Your 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.

Your Capability and Experience

• 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.

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:

• Additional day for your birthday
• Hybrid working model
• Access to CFS Employer Super
• Life Leave - 3 days per annum
• Access to Sonder who provides human-powered medical, mental health and safety support through one easy-to-use app enabling you to get support whenever and wherever you need.
• Access to Corporate rates with BUPA Health Insurance
• Confidential coaching and counselling services supporting life, mind, body, relationships, work and family to assist you in taking charge of your own health and wellbeing

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).