Customer Service Representative

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

Some people are at their best when helping others through a challenging moment.

They stay calm when things get busy. They listen before they speak. They genuinely care about finding the right solution and creating a positive experience, even when a customer is frustrated, confused or simply needs a little extra support.

If that sounds like you, we'd love to hear from you!

At Netwealth, our Customer Service Representatives are often the first point of contact for advisers and clients.

They're trusted problem solvers, relationship builders and brand ambassadors who play a critical role in delivering the exceptional service experience Netwealth is known for.

This role supports advisers and clients across phone, email and online chat, helping them navigate our platform, products and services while providing timely and accurate solutions.

We're looking for someone who combines resilience with empathy.

Someone who can confidently manage high volumes of enquiries, adapt to changing priorities and remain calm under pressure, while never losing sight of the person on the other end of the conversation.

You'll thrive in this role if you:

• Genuinely enjoy helping people and finding solutions

• Stay composed and professional during challenging customer interactions

• Have a warm, approachable and positive communication style

• Listen actively and ask thoughtful questions to understand customer needs

• Can balance empathy with efficiency

• Are curious, eager to learn and excited to build product knowledge

• Take ownership, follow through on commitments and work well as part of a team

• Bring a growth mindset and see challenges as opportunities to learn and improve

What you'll be doing

As part of the team, you'll:

• Support advisers and clients via phone, email and online chat

• Resolve product, platform and service enquiries

• Investigate issues and provide practical solutions

• Build strong knowledge of Netwealth's products and services

• Work closely with teams across Operations, Sales, Product, Technology and Risk & Compliance

• Maintain accurate records and ensure high-quality customer outcomes

• Contribute to continuous improvement and help make great processes even better

What you'll bring

• Previous customer service experience (financial services/platform experience is highly regarded)

• Exceptional verbal and written communication skills

• Strong problem-solving abilities and attention to detail

• The ability to remain calm and solution-focused in demanding situations

• Strong organisational skills and the ability to manage competing priorities

• Experience in financial services, wealth management, superannuation or investments will be highly regarded

• RG146 qualification (or willingness to obtain) is advantageous

Ready to make a difference?

If you're someone who gets satisfaction from turning a customer's difficult day into a positive experience, enjoys solving problems and wants to build a career with a growing ASX-listed financial services organisation, we'd love to hear from you.

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!