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Adviser Service Representative (remote/hybrid)

07/05/2026
17/05/2026
Fixed Term
Sydney
Banking and Financial Services,Call Centre and Customer Service,Insurance & Superannuation

Job Description

  • Position Type: 12 month fixed term contract
  • Location: Sydney/Canberra preferred, however all locations across Australia considered (remote)

Your new role

We are seeking a dedicated individual to join our team as Adviser Service Representatives (ASR). This position is crucial for enhancing operational efficiency and strengthening our engagement with External Financial Advisors (EFAs). In this role, you will act as a key liaison between EFAs and the organisation, ensuring timely, accurate and professional handling of enquiries across phone and email channels. Your responsibilities include managing third-party authority (TPA) requests, actioning requests for information (RFIs) and collaborating cross-functionally to drive improved outcomes for EFAs and their clients. Through your proactive engagement and attention to detail, you will enhance adviser experience, strengthen relationships and contribute to the overall effectiveness of our Adviser Services Enhancements initiative.

Key Responsibilities

  • Respond promptly and accurately to EFA enquiries received via phone and email, ensuring consistent and professional information delivery
  • Deliver a high standard of service through responsive inbound and outbound phone support to EFA practices
  • Process Third-Party Authorities on mutual client accounts with accuracy and efficiency
  • Uphold quality standards by adhering to procedures that safeguard members’ personal and financial information
  • Collaborate with peers to escalate and resolve complex or time-sensitive adviser queries effectively
  • Foster a positive, collaborative, and innovative team environment centred on delivering high-quality customer service
  • Case manage EFA enquiries through to resolution, collaborating with internal business areas to deliver optimal customer outcomes

What we're looking for

  • Previous experience in financial services or call centre environment, preferably in processing third-party authority requests or related functions highly regarded
  • Strong attention to detail and accuracy in data entry and documentation General Business\Internal
  • Proficient phone skills, with the ability to handle incoming calls from external financial advisers and internal stakeholders in a professional and courteous manner
  • Proficient in multitasking, organisation, and providing exceptional customer service while accurately capturing data during telephone interactions with customers
  • Exceptional administrative abilities, encompassing strong written communication and research skills to promptly address enquiries while conversing with customers over the phone
  • Ability to learn quickly on new systems while processing new information and retaining key information

Why join the team?

  • 12 month fixed term position
  • Comprehensive training and ongoing development to support your success
  • Be part of a team with a strong focus on promoting professional development especially within the EFA team
  • Meaningful opportunities to build skills, gain experience and grow your career
  • Inclusive and collaborative team culture that champions diversity

 

How to apply

Please upload your current CV.

To ensure all applications are considered in the review process, we request you to please apply through the advertised links only.

  • Applications close: Sunday 17 May 2026

What you'll get in return

At CSC, we’re committed to more than super — we’re committed to people. That means creating a workplace that values diversity, promotes equity, and fosters inclusion across everything we do.

Our gender equality strategy is more than a promise — it’s a plan. We're actively increasing representation in our workforce, removing barriers to career progression, and creating pathways for all employees to grow and succeed. We welcome candidates of all genders, cultural backgrounds, ages, sexualities, and abilities. We offer flexible work, inclusive policies, and development opportunities designed to support you at every stage of your career.

We’re proud to be an equal opportunity employer — and proud of the progress we’re making. Join a workplace where you can thrive, grow, and belong. Learn more about CSC and our benefits: www.csc.gov.au/Members/About-CSC/Careers

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