Team Leader - Customer Servicing

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

The opportunity

The Team Leader – Customer Servicing is responsible for the day‑to‑day leadership, technical oversight and service delivery of team members within Netwealth’s Administration stream.

Assisting in leading a team that supports high‑volume account maintenance and transfer activities, this role plays a key part in delivering timely, accurate and compliant outcomes while enhancing the client and adviser experience.

This position combines strong people leadership with hands‑on technical capability, supporting team members with complex or escalated administration matters and ensuring consistent service and quality standards are met.

What you’ll do

• Lead, coach and support team members through regular engagement, feedback and performance management

• Provide hands‑on technical guidance and decision support for complex or escalated administration matters

• Manage daily queues, workloads and priorities to meet service levels and customer commitments

• Maintain strong operational control, balancing volume, accuracy, risk and customer outcomes

• Identify process inefficiencies and contribute to continuous improvement initiatives

• Support the implementation of process, workflow or system changes within the team

• Ensure compliance with Superannuation legislation, AML/CTF, CDD, privacy and other regulatory requirements

• Build strong working relationships with your Manager and internal stakeholders

About you

You’re an experienced operations or financial services professional with a passion for leading people and delivering high‑quality service.

You’re confident coaching others, solving problems and making sound decisions in a regulated environment, while keeping customer experience front of mind.

What you’ll bring

• Demonstrated experience in financial services administration or operations

• Experience leading or supporting a team in an operational setting

• Strong understanding of administration and pension transfer processes, systems and controls

• Knowledge of AML/CTF, Superannuation legislation and operational risk requirements

• Excellent communication, organisation and problem‑solving skills

• Working knowledge of Netwealth products and systems (or ability to develop quickly)

• RG146 compliance (required)

• Tertiary qualifications in Business, Finance or a related discipline (desirable)

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your 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 (Development and Accelerating Women at Netwealth), Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

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. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at [email protected]

Apply now and help us shape a brighter financial future!