Job Description

Employment Type: Hybrid (4 days in office)

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Hours: Monday – Friday, 9:00 AM – 5:00 PM

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Experience Level: Early stage

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About Wealth99

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Wealth99 is an Australian fintech company pioneering the emerging sector of Crypto-Wealth. Founded in 2018, we are building the next generation of digital wealth solutions by making crypto investing more secure, simple, and accessible for everyday investors.

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Our mission is to bridge the gap between traditional wealth management and the future of digital assets — helping Australians confidently participate in this rapidly evolving industry.

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We are looking for a motivated and curious Customer Success & Operations Associate to join our Sydney team and play a key role in supporting our growing client community.

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This is an opportunity to gain hands‐on experience across Customer Success, Operations, Compliance, Product, Marketing Technology, and AI, while working closely with experienced leaders in a fast-moving fintech environment.

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This role is ideal for someone who wants more than a traditional graduate job — someone who wants exposure, responsibility, and the opportunity to build valuable skills from day one.

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The Opportunity

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As our Graduate Customer Success & Operations Associate, you will be the frontline connection between Wealth99 and our clients.

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You will help deliver an exceptional customer experience while gaining exposure to how a high‐growth fintech business operates behind the scenes.

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Working alongside senior team members, you will develop expertise across client relationships, compliance processes, digital platforms, automation, AI tools, and business operations.

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This role provides a strong foundation for future career pathways across:

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- Customer Success & Client Experience
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- Operations
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- Compliance
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- Product
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- Marketing Technology
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- Growth & Partnerships
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Key Responsibilities

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Customer Success & Client Experience

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- Support clients through email, ticketing systems, and phone conversations with professionalism and care.
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- Assist customers with account enquiries, platform questions, and general support requests.
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- Build strong relationships by providing clear, timely, and accurate communication.
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- Identify customer feedback and insights to help improve the Wealth99 experience.
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Client Onboarding & Compliance

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- Guide clients through account setup and verification processes.
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- Assist with KYC/KYB procedures while maintaining high standards of accuracy and security.
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- Support compliance processes in line with Australian regulatory requirements.
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Operations & Technology

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- Manage and maintain customer information across platforms including HubSpot, Zoom, and Eventbrite.
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- Support reporting, data accuracy, and internal processes.
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- Assist with testing new platform features before launch.
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- Learn and apply emerging AI tools and marketing technologies to improve workflows.
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Cross-Functional Collaboration

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- Work closely with teams across Marketing, Product, Compliance, Operations, and Sales.
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- Share customer insights to help improve products, processes, and business decisions.
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- Contribute ideas in a collaborative, entrepreneurial environment.
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Who You Are

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We are looking for someone with the right attitude, curiosity, and ambition. Experience is valuable, but we care most about your willingness to learn and your ability to communicate effectively.

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This role would suit:

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- A recent university graduate looking to launch their career in fintech.
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- Someone early in their career who wants broader exposure than a traditional customer service role.
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- A highly organised, proactive person who enjoys solving problems and learning new technology.
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We are looking for someone with the right attitude, curiosity, and ambition. Experience is valuable, but we care most about your willingness to learn and your ability to communicate effectively.

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This role would suit:

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- A recent university graduate looking to launch their career in fintech.
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- Someone early in their career who wants broader exposure than a traditional customer service role.
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- A highly organised, proactive person who enjoys solving problems and learning new technology.
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Requirments

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Education

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- Completed tertiary qualification (Bachelor degree preferred).
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Communication

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- Excellent written and verbal communication skills.
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- Ability to explain complex information clearly and professionally.
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Work Rights

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- Full Australian working rights required.
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- Please note: this role is not eligible for visa sponsorship.
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Availability

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- Ability to work full-time, Monday–Friday, 9:00 AM–5:00 PM.
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- This is an office-based role in our Sydney CBD location.
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Technology

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- Comfortable learning new software platforms and digital tools.
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- Experience with CRM platforms, HubSpot, ticketing systems, or automation tools is advantageous but not essential.
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Attention to Detail

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- Robust organisation skills with the ability to manage customer information, documentation, and compliance processes accurately.
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Why Join Wealth99?

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Build a Career in Fintech

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Gain practical experience in one of the fastest-growing areas of financial technology and develop skills that will be valuable across multiple industries.

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Work Closely With an Experienced Leaders

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You won't be another number. You'll have direct exposure to senior team members and the opportunity to learn how a growing fintech business operates.

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We believe in developing our people. This role provides opportunities to grow into areas including:

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- Customer Success Management
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- Operations
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- Product
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- Compliance
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- Marketing Technology
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- Growth
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Learn Future-Focused Skills

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Gain experience with emerging technologies including AI, automation, CRM platforms, and digital asset infrastructure.

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Join a Dynamic Sydney Team

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Work from our Sydney CBD office alongside a collaborative team in a vibrant coworking environment where ideas, innovation, and learning are encouraged.

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Wealth99 is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive workplace where everyone can contribute and succeed.

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📌 Customer Success Associate (New South Wales)
🏢 Wealth99
📍 New South Wales