Investor Services Officer

Netwealth; City of Melbourne; Hybrid; AUD 60,000 - 80,000; Full time

Job summary

A leading financial services firm in Melbourne seeks a candidate for the SAS team to deliver exceptional client experiences. Responsibilities include administration, client support, and collaboration across teams. The ideal applicant should have a customer-first approach and be eager to grow in a dynamic environment. This position offers a supportive culture, flexible hybrid work, and career development opportunities.

Benefits

Paid parental leave

Virtual healthcare

Wellness weeks

Community volunteering

Qualifications

• Experience in adviser onboarding and administration.
• Strong written and verbal communication skills.
• High attention to detail and data accuracy.
• Ability to manage competing demands.

Responsibilities

• Deliver accurate administration across key SAS functions.
• Support client interactions via phone and email.
• Collaborate with internal teams and external providers.
• Engage in training and development.

Skills

Communication skills

Attention to detail

Customer-first mindset

Problem-solving

Job description

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:

Are you passionate about delivering exceptional client experiences and keen to grow your career in financial services?

Join our #Agile Service, Administration & Support (SAS) team!

SAS is the engine room of Netwealth’s operations, supporting our Superannuation, Wrap Services, and Global Specialist Series products.

As the first point of contact for advisers, members, and investors, SAS is committed to service excellence and operational precision.

Our department is structured into six functional teams and four core divisions, offering diverse career pathways and a strong learning culture.

We value curiosity, connection, and capability and we’re looking for someone who shares these values.

What you'll do:

• Deliver accurate and timely administration across key SAS functions.

• Support client and adviser interactions via phone and email.

• Collaborate with internal teams and external providers.

• Participate in system testing and process improvements.

• Handle outbound calls and emails professionally and helpfully.

• Engage in training and development to build product expertise.

• Provide responsive support to internal stakeholders.

• Demonstrate Netwealth’s values through professional behaviour.

This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and is eager to grow within a supportive and collaborative culture.

What You’ll Bring:

• Experience in adviser onboarding and administration.

• Strong communication skills both written and verbal.

• High attention to detail and data accuracy.

• Ability to prioritise, escalate, and manage competing demands.

• A customer-first mindset and collaborative approach.

• Experience in financial services or similar (desirable).

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 [e-mail].