About the job
Netwealth, a Melbourne-based wealth management platform, supports advisers and investors across Australia. Since 1999, the company has focused on challenging industry norms and providing solutions that matter to clients. The team values curiosity, optimism, and authenticity, and encourages career growth and meaningful contributions.
Role overview
The Customer Servicing Team Leader manages daily operations for the Administration stream at the Melbourne office. This role blends people leadership with technical know-how, supporting a team that handles high-volume account maintenance and transfer tasks. The Team Leader works closely with team members, especially on complex or escalated administration issues, and upholds high standards of quality and compliance.
What you will do
- Coach, support, and motivate team members through regular feedback and performance management.
- Offer technical guidance and make decisions on complex or escalated administrative matters.
- Oversee daily workloads, queues, and priorities to meet service level agreements and customer commitments.
- Maintain operational control by balancing workload volume, accuracy, risk, and customer satisfaction.
- Identify process inefficiencies and contribute to ongoing improvement initiatives.
- Support the rollout of new processes, workflows, or system changes within the team.
- Ensure compliance with Superannuation legislation, AML/CTF, CDD, privacy, and other regulatory requirements.
Location
This position is based at Netwealth’s Melbourne office.

