Support |amp| Solutions Officer | Service

About Netwealth

Netwealth is a fast-growing fintech company, delivering market leading products with an award-winning and innovative wealth management platform. We are on a mission to enable people to see wealth differently and discover a brighter future, not just for our clients, but also for our people.

Founded in 1+++, with an entrepreneurial spirit, we are one of the fastest growing wealth management businesses in Australia. With NextGen superannuation and investment technology, we are challenging the status quo. We are agile and nimble, not stifled by bureaucracy.

We are proud of our team of talented people working hard to make life better for more Australian's. Our values are who we are, how we tackle decisions, and how we want the world to see us - Curious, Optimistic, Courageous, Collaborative, Agile and Genuine.

The opportunity

The primary purpose of the Support & Solutions Officer is to be the front line of support for customers, predominantly clients and advisers. The incumbent will receive inbound telephone calls, emails and web chats in relation to products, services and general enquiries. Of paramount importance is the delivery of service within designated timeframes and of a standard that presents and represents Netwealth professionally and exceptionally.

The incumbent will handle a high volume of queries and create a positive experience for each customer. Addressing all questions, providing accurate and efficient responses and documenting and escalating to the Team Leader where necessary.

About you



Posses a collaborative and consultative communication style
Strong analytical skills and attention to detail
Demonstrated commitment to service excellence.
Customer relations experience (developing and building relationships)
Ability to collaborate with other teams and work as part of a larger team.
Focuses strongly on meeting commitments and delivering results to a high-quality standard.
Life At Netwealth

At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in. When you're at your best, we're at our best!

We prioritise the growth of our employees, and you'll be able to learn and develop yourself and your career at Netwealth. We provide access to further education and diverse training opportunities, and we actively support internal mobility. 32% of our jobs filled in 2023 were from internal candidates.

We have a flexible and adaptable hybrid working policy with the expectation you'll spend 4 days a fortnight coming into our state-of-the-art office. We're located in the heart of Melbourne's CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.

We have a number of benefits that have been designed with a focus on health and well-being, support and growth. Some of these include:

Family-friendly workplace, with parental leave and a kid's holiday programme
Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services
We're a social bunch and love to get together regularly, participating in corporate sporting events, games and trivia nights
Employee Resource Groups - LGBTQIA, Women of Netwealth, Culture Group, Carers Group
Support for community involvement through volunteering and our Netwealth Impact Group
View our benefits and the great work we do through WORK180
Apply now!

Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it’s one of our core values), and we’re proud of our inclusive and diverse workforce. We are committed to this through our gender equality, disability, LGBTQIA+, well-being and cultural initiatives. We are proud to be endorsed and certified by Work180, Family Friendly Workplaces and Great Place to Work.

Are you curious about this opportunity but don't meet every single requirement? Research shows that we don't always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don't tick every box, we encourage you to apply anyway! If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing people@netwealth.com.au