Senior - Customer Solutions Specialist (Adelaide)

Nearheal; Adelaide; Hybrid; AUD 120,000 - 160,000; Full time

Benefits offered by this job

Flexible hybrid model

Paid parental leave

School holiday program

Virtual healthcare (CU Health)

Income protection

Flu shots

Wellness weeks

Retail discounts

Financial wellbeing services

Social events

Trivia nights

Corporate sports

Employee Resource Groups

Volunteer opportunities

Netwealth Impact Group

Job summary

Netwealth is building a new Adelaide Customer Solutions pod. We seek an experienced Senior - Customer Solutions Specialist to join from the start, navigating complex financial conversations and shaping how the team works.

You’ll bring financial services expertise and a passion for helping customers, sharing knowledge, and delivering practical solutions in a fast-moving fintech environment.

Qualifications

• Experience in financial services customer service or operations.
• Knowledge of superannuation, investments, wealth management or platform administration.
• Ability to handle complex enquiries and find right solutions.
• Strong written and verbal communication.

Responsibilities

• Support clients and advisers across phone, email and online chat.
• Manage a broad range of product, service and general enquiries.
• Take ownership of more complex customer enquiries and challenging interactions.
• Investigate issues, problem-solve and find practical solutions.
• Provide accurate, timely and high-quality information.
• Build deep knowledge of Netwealth's products, services, processes and platform.
• Work closely with teams across Customer Operations, Sales, Product, Technology and Risk & Compliance.
• Build strong relationships with clients and advisers.
• Share knowledge with the team as the Adelaide pod grows.
• Help create a customer experience that feels knowledgeable, human and genuinely helpful.

Skills

Financial services

Superannuation

Investments

Wealth management

Platform admin

Complex enquiries

Product knowledge

Process knowledge

Communication skills

Attention to detail

Empathy

RG146

Job description

Senior - Customer Solutions Specialist (Adelaide)

netwealth.com.au

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

We're building a brand-new Customer Solutions pod in our Adelaide office, and we're looking for an experienced Senior - Customer Solutions Specialist to be part of it from the beginning.

You’ll bring your experience in financial services, your confidence navigating complex customer conversations and your passion for finding the right solution. Along the way, you'll have the opportunity to share your knowledge, support the people around you and help shape how our new Adelaide team works together.

If you know financial services, genuinely love helping customers and want your next move to feel like a step forward, this could be it.

What you’ll be doing

At Netwealth, Customer Operations plays an important role in delivering reliable, high-quality experiences for our advisers and clients across their journey on the Netwealth platform.

As a Senior - Customer Solutions Specialist, you'll be one of the experienced members of our new Adelaide pod.

You’ll:

• Support clients and advisers across phone, email and online chat
• Manage a broad range of product, service and general enquiries
• Take ownership of more complex customer enquiries and challenging interactions
• Investigate issues, problem-solve and find practical solutions
• Provide accurate, timely and high-quality information
• Build deep knowledge of Netwealth's products, services, processes and platform
• Work closely with teams across Customer Operations, Sales, Product, Technology and Risk & Compliance
• Build strong relationships with clients, advisers and external providers
• Share your knowledge and experience with the team as the new Adelaide pod grows
• Help create a customer experience that feels knowledgeable, human and genuinely helpful.

The underlying role requires strong product knowledge, attention to detail, problem-solve, professional communication and the ability to manage complex or challenging customer interactions.

What we’re looking for

Because this is a Senior opportunity, we're looking for someone who already has a strong grounding in financial services and can bring confidence and experience to a new team.

You’ll bring:

• Strong experience in financial services customer service or operations
• Knowledge of superannuation, investments, wealth management or platform administration
• Confidence handling complex enquiries and working through problems to find the right solution
• The ability to quickly learn and apply detailed product and process knowledge
• Excellent written and verbal communication skills
• Strong attention to detail and the ability to manage competing priorities
• A calm, professional and empathetic approach when conversations become challenging
• A natural willingness to share knowledge and support others
• Curiosity, initiative and a genuine desire to keep learning and improving.
• RG146 accreditation, or a willingness to obtain it, would be advantageous.

Why this opportunity is a little different

There's something pretty exciting about joining a team when it's just getting started.

You won't simply be joining the Adelaide pod. You'll be part of its story from the beginning.

You'll have the opportunity to bring your experience, help establish a strong team culture and grow alongside a business that values people who are Collaborative, Agile, Genuine, Optimistic, Curious and Courageous.

We're looking for someone who wants to roll up their sleeves, get involved and help us create something great in Adelaide.

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 [e-mail]