Investor Services Officers

Employment Type:
CO - Contract  
Client Service Manager - Cameron

About Us:

Netwealth is an ASX listed financial services and technology company providing astute investors, financial advisers, private clients and high net worth firms with a way to see wealth differently. We offer a range of innovative portfolio administration, superannuation, retirement, investment and Managed Account solutions through our award-wining platform. Currently rated Australia’s Number 1 Platform for overall functionality and satisfaction, we provide wealth professionals with the technology required to efficiently manage and add value to their wealth portfolios.

The Opportunity:

Our Investor Services operations area is the engine room powering the Netwealth platform. It’s divided into a number of different teams – New Business Super and Wrap Services, Client Maintenance, Adviser Support, Adviser Administration, Insurance and Redemptions. Investor Services is responsible for administering Netwealth’s Superannuation, Wrap Services and Global Specialist Series products and is the primary point of contact for financial advisers, members and investors.

We are looking for enthusiastic and customer focused individuals to join one of our teams that work together to deliver timely and accurate administration and exceptional customer service to our clients. These roles will suit committed customer service professionals and energetic team players who thrive in an environment where change happens frequently and no two days are ever the same.

At Netwealth, you'll be part of a growing and talented team of agile and optimistic people who work together to achieve fantastic outcomes for our customers. We want to build teams that represent a variety of backgrounds, perspectives and skills and who share our values of Curious, Courageous, Collaborative, Agile, Genuine and Optimistic. We are committed to building your capabilities and you'll have plenty of time to develop your knowledge of Netwealth's superannuation and investment products.

This position is currently a 12 month (mat leave) contract with the possibility of becoming permanent.

What do each of our Teams do?

  • Our New Business Super Services team handles all new Superfund applications, contributions and rollovers.
  • New Business Wrap Services handles applications from investors where money is not locked into a Super fund.
  • The Client Maintenance team takes care of changes to our clients information including investment implementation and in-specie transfers.
  • Adviser Administration assists Advisers with anything to do with their Licensee and Adviser registrations, change of adviser fees as well as other admin tasks.
  • The Insurance team processes life insurance and income protection applications and deals with any queries to ensure that premium payments and payment of claims are made.
  • The Redemptions team looks after pension payments and withdrawals. They also make assessments to make sure that customers are getting the right payments at the right times and deal with exceptional circumstances in which customers need to make withdrawals due to hardship or on compassionate grounds.
  • Working alongside these teams is the Adviser Support team that provides guidance to advisers at every step of the way if they need assistance. They also handle the tough stuff if we have any issues, errors or complaints, these team members use their exceptional communication skills and expertise to resolve them.

No matter what team you join, you will be responsible for:

  • Building and managing relationships with key stakeholders
  • Providing responses to queries/requests received via phone, email and mail
  • Educating customers with detailed product information
  • Ensuring that all queries/requests are actioned to a set standard of service and quality
  • Communicating appropriate policy and product information by articulating entitlements, features, and benefits
  • Administration of work items relevant to the individual team
  • Participating in continuous improvement to achieve high quality outcomes
  • Ad hoc administration as required by your team leader

We would love to hear from you if:

  • You have 2 years of Superannuation or Financial services industry experience in either a contact centre or an administration setting
  • You are naturally curious and have a dedicated attitude and an ability to adapt to change
  • You love collaborating with others and can also work independently
  • You are an outstanding communicator both verbally and in writing and strive to understand our customers' needs
  • You have a keen eye for detail
  • You understand the importance of providing excellent customer service
  • You are RG146 Tier 1 compliant (preferred but not essential)

Working at Netwealth is exciting, challenging and full of new experiences. It's a great time to join our growing company and in particular, make your mark in one of our talented teams in Investor Services.

How to apply:

Are you curious about this opportunity and believe you have the skills and experience for this role? If you love working in a challenging and fast-paced environment, this is your chance to tell us about yourself. We are really keen to learn more about you.

We start looking at applications straight away, so if you're shortlisted, we will call you soon to find out more about your skills and previous work experience. We'll also let you know what's involved in our recruitment process.  Apply Now and attach your resume and covering letter telling us why you'd love to join Netwealth.