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 great 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

Robust 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 (Adelaide)
🏢 Netwealth - See Wealth Differently (ASX:NWL)
📍 Adelaide