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Customer Servicing Team Leader

NetwealthMelbourne Office
On-site Full-time

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Experience Level

Manager

Qualifications

We are looking for someone with a strong background in customer servicing and team leadership, with an emphasis on operational excellence and compliance. Candidates should possess excellent communication skills, both verbal and written, and demonstrate the ability to handle complex situations with poise. A commitment to continuous learning and improvement, as well as a passion for delivering exceptional customer experiences, will be essential for success in this role.

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.

About Netwealth

Netwealth is at the forefront of wealth management innovation in Australia, offering advisers and investors the tools they need to succeed. With a commitment to excellence and a dynamic team culture, we are dedicated to making a positive impact in the financial landscape.

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