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Customer Service Representative at Netwealth | Melbourne

NetwealthMelbourne Office
On-site Full-time

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Experience Level

Experience

Qualifications

QualificationsProven experience in a customer service role within the financial services sector. Strong understanding of superannuation and financial products is desirable. Excellent verbal and written communication skills. Detail-oriented with strong analytical skills. A proactive approach to problem-solving and a willingness to learn.

About the job

About Netwealth

At Netwealth, we are more than just a financial services company; we are pioneers in transforming the wealth management landscape in Australia. Our award-winning platform, combined with cutting-edge NextGen technology, empowers advisors and investors to achieve greater success. Recognized as one of Australia’s most innovative FinTech companies, we have experienced rapid growth since our inception in 1999 by consistently challenging the status quo. We thrive on agility, creativity, and a commitment to delivering smarter solutions that drive genuine impact for our clients.

What truly distinguishes us is our team. We are a collective of curious, optimistic, and brave individuals who collaborate to enhance the financial well-being of Australians. We value authenticity and agility, fostering an environment where you can excel, expand your career, and contribute to meaningful work.

If you seek a workplace where your contributions are valued, innovation is embraced, and you can play a role in shaping a brighter financial future, we invite you to join us at Netwealth.

The Opportunity

As a Customer Service Representative, you will be the first point of contact for our customers, primarily assisting clients and advisors. You will manage inbound calls, emails, and web chats regarding our products, services, and general inquiries. Delivering exceptional service within defined timeframes is essential, as this reflects our commitment to professionalism and excellence at Netwealth.

What You’ll Do

  • Manage inbound communication via phone, email, and web chat concerning products, services, and inquiries.
  • Provide service that meets or exceeds established standards and timeframes.
  • Document all interactions and escalate issues to the Team Leader as necessary.
  • Collaborate with internal teams, including Sales and Investment Operations.
  • Stay informed about product, process, and regulatory updates.
  • Contribute to cross-functional projects with shared priorities.

About You

  • Experience in financial services, preferably with a background in superannuation.
  • Customer-centric approach with a professional, friendly demeanor.
  • Strong communication skills characterized by courage and a consultative approach.
  • Exceptional attention to detail and analytical capabilities.
  • Ability to thrive in a fast-paced environment and adapt to change.

About Netwealth

Netwealth is at the forefront of financial technology in Australia, dedicated to providing innovative solutions that empower both advisors and investors. With a commitment to excellence and a culture that values creativity, we are shaping the future of wealth management.

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