About this role
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).