Netwealth is seeking an Investor Services Officer in Melbourne to support the Claims & Estates team. You will handle death and estate claims, insurance claims, and account updates on the Netwealth platform, balancing accuracy with customer-focused outcomes.
The role emphasizes risk controls, regulatory compliance and high-quality service to advisers and clients, with a collaborative, process-driven workplace and a strong human element.
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📌 Investor Services: Claims & Estates Specialist (Melbourne)
🏢 Alt
📍 Melbourne