Customer Service Specialist - Finance

Colonial First State

Join Colonial First State as a Customer Service Specialist, assisting customers with superannuation inquiries. Enjoy hybrid work after six months.

Last checked on August 16, 2026. We may earn a commission when you click through.

This position is ideal for customer service enthusiasts wanting to break into finance. However, the fast-paced environment may not suit everyone, especially those seeking a relaxed work setting.

✓ Flexible hybrid working arrangement ✓ Great opportunity to learn about finance ✓ Supportive team environment

Customer Service Specialist - Finance

Colonial First State

Updated 9 days ago

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New South Wales Hybrid Full Time

This position is ideal for customer service enthusiasts wanting to break into finance. However, the fast-paced environment may not suit everyone, especially those seeking a relaxed work setting.

About this role

Join Colonial First State as a Customer Service Specialist, assisting customers with superannuation inquiries. Enjoy hybrid work after six months.

About the Company

Colonial First State is a leading Australian financial services provider, specialising in superannuation and investment solutions.

Key Highlights

✓ Full-time, hybrid work model after 6 months
✓ Main point of contact for customer inquiries
✓ Focus on superannuation and investments
✓ Based in Sydney, New South Wales
✓ Opportunity to develop customer service skills

💡 Honest Take: While the role offers flexibility, the initial in-office period can be demanding. Employees often report high workloads during peak times, which may affect work-life balance.

Pros

✓ Flexible hybrid working arrangement
✓ Great opportunity to learn about finance
✓ Supportive team environment
✓ Pathway to career growth in finance

Cons

✗ High workload during busy periods
✗ In-office requirement for the first six months
✗ Potentially stressful customer interactions
✗ Salary not disclosed

Best For: Individuals in Sydney who are passionate about helping others and are keen to learn about superannuation and investments.

Watch Out: The job can become overwhelming during peak inquiry times, requiring strong stress management skills.

Apply for this position →

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Expert Review

This role at Colonial First State provides a unique entry into the finance industry, especially for those with a knack for customer service. After an initial six-month in-office period, employees can transition to a hybrid work model, potentially boosting work-life balance.

However, be prepared for high workloads during peak periods, which can prove challenging if you're not accustomed to fast-paced environments. The company’s reputation for strong support from management can help mitigate stress, but applicants should still be aware of the demands of the role.

Salary details weren't disclosed, which is a common drawback in customer service roles, making it difficult for candidates to evaluate the overall compensation package. If you thrive in busy settings and enjoy helping others, this could be a rewarding opportunity. More information can be found on Colonial First State's official page.