CareerPlan

Customer Service Representative – 12 month contract.

New South WalesContract2026-10-07 → 2026-10-20
Hybrid

Core

First point of contact for customers, assisting with account queries, providing product guidance, and handling operational processing via phone and email.

Role type

Customer Service Representative

Builds

Customer experience and operational resolution for financial services clients

Domain

Financial Services / Investment Management

Deliverable

client delivery

Required skills

Phone communication, email communication, active listening, problem-solving, attention to detail, record-keeping, adaptability

Preferred skills

Empathy, professionalism, calm under pressure, curiosity

Technologies

Multiple internal systems

Responsibilities

Respond to customer enquiries via phone and email, take ownership of issues to resolution, balance competing priorities, keep up to date with products and processes, identify opportunities to improve customer experience

Seniority

Entry-level / Junior