About Netwealth Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology. Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients. At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it. The Opportunity The primary purpose of the Customer Service Representative is to be the front line of support for customers, predominantly clients and advisers. The incumbent will receive inbound telephone calls, emails and web chats in relation to products, services and general enquiries. Of paramount importance is the delivery of service within designated timeframes and of a standard that presents and represents Netwealth professionally and exceptionally. We have part time and full time positions available. What You’ll Do Handle inbound telephone calls, emails, and web chats regarding products, services, and general enquiries. Deliver service within agreed timeframes and to the highest standard. Document interactions and escalate issues to the Team Leader when required. Support internal teams, including Sales and Investment Operations. Stay up to date with product, process, and regulatory changes. Contribute to projects with overlapping priorities. About you Experience in financial services and ideally a superannuation background. Customer-focused with a professional, friendly, and helpful attitude. Strong communication skills – courageous and consultative style. Excellent attention to detail and analytical ability. Committed to service excellence and building strong relationships. Collaborative team player who thrives in a fast-paced environment. Life At Netwealth At Netwealth, our people are our greatest strength. We invest in our employees at every stage of life because when you're at your best, so are we. We’re committed to your growth, offering access to further education, diverse training opportunities, and strong support for career development. We’re proud to be recognised as one of the top 5 companies in Australia for Career Development, endorsed by WORK180. We’re big on internal mobility. In fact, 32% of roles filled in 2023 went to our own people. Our flexible hybrid working model encourages balance, with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing. We offer a range of benefits focused on health, wellbeing, and personal development, including: Family-friendly support : Paid parental leave and a fully funded school holiday program Wellness perks : CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts, and financial wellbeing services A vibrant culture : Social events, trivia nights, and corporate sports Employee Resource Groups : LGBTQIA, DAWN (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group Community impact : Paid volunteering and our Netwealth Impact Group Apply now! We’re proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It’s one of our core values. We’re committed to equity and inclusion through our gender equality, disability, LGBTQIA, wellbeing, and cultural initiatives. We’re also proudly certified by Work180, Family Friendly Workplaces, and Great Place to Work. If you're excited about this opportunity but don’t meet every requirement, we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much. If you require any reasonable adjustments during the recruitment process, please contact us at people@netwealth.com.au .
