CareerPlan

Senior Business and Investor Services Support Associate (Contact Centre)

Sydney, New South WalesFull-time2026-10-23 → 2026-11-12

Core

Senior operational and technical resource within the Contact Centre delivering exceptional member and employer experiences while supporting the manager in team leadership and development.

Role type

Senior IC business services associate (contact centre operations)

Builds

High-quality service delivery, team performance, and compliance outcomes for investors, financial advisors, and clients

Domain

Financial services / Fund administration

Required skills

Contact centre operations, coaching and mentoring, quality assurance, complaint handling, stakeholder management, analytical problem-solving, mailroom administration

Preferred skills

Experience in financial services, knowledge of dispute resolution processes

Technologies

None stated

Responsibilities

Manage inbound and outbound calls for various clients; Conduct regular quality assurance reviews of member interactions; Provide ongoing coaching and support to team members; Monitor adherence to service standards and compliance requirements; Organize and maintain the mailroom and distribute mail; Prepare and maintain quality assurance reporting and trend analysis

Seniority

Senior, hands-on IC with leadership support duties