Customer Service Representative

Netwealth - See Wealth Differently (ASX:NWL); Adelaide; On-site; AUD 60,000 - 70,000; Full time

Benefits offered by this job

Parental leave

Wellness program

Social events

Employee Resource Groups

Volunteer opportunities

Job summary

Netwealth - See Wealth Differently (ASX:NWL) is hiring a Customer Service Representative to be the front line for advisers and clients. You will address inquiries via phone, email and online chat, resolve issues, and build product knowledge while representing the brand with professionalism.

You will collaborate with Operations, Sales, Product, Technology and Risk & Compliance to ensure accurate records and exceptional outcomes. This role emphasizes problem solving, empathy and proactive service.

Qualifications

• 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 is highly regarded.
• RG146 qualification (or willingness to obtain) is advantageous.

Responsibilities

• 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.

Skills

Customer service experience

Exceptional communication

Active listening

Problem solving

Calm under pressure

Organisational skills

Team collaboration

Growth mindset

Education

RG146 qualification

Job description

The Customer Service Representative is the first point of contact for advisers and clients, providing problem solving, relationship building, and brand representation across phone, email, and online chat, ensuring timely and accurate solutions.

What You’ll Be Doing

• 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

Desired Skills

• 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 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

Benefits

• 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