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 s…