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 excellent 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

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📌 Customer Service Representative (Melbourne)
🏢 Netwealth - See Wealth Differently (ASX:NWL)
📍 Melbourne