Investor Services Officer

About Netwealth

Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award-winning wealth management platform reflects our commitment to excellence and cutting-edge technology.

Founded in 1999, Netwealth has grown rapidly, driven by an entrepreneurial spirit that encourages us to challenge the status quo. Our NextGen superannuation and investment technology exemplify our agile and nimble approach, unburdened by bureaucracy, allowing us to adapt quickly to meet the needs of our clients.

At Netwealth, our team is our greatest asset. We are a collective of passionate individuals dedicated to making life better for more Australians. Our values—Curious, Optimistic, Courageous, Collaborative, Agile, and Genuine—are the guiding principles that shape our decisions and define how we present ourselves to the world. Join us in our mission and become part of a team that not only envisions a better future but actively works to create it.

Join Our Growing Team, 4 Full-Time Opportunities Available

Superannuation Team – 2 Roles Available
Be part of a team that's shaping the future of retirement solutions. We're looking for passionate individuals who thrive in a collaborative environment and are committed to delivering exceptional outcomes for our members.

Wrap Services Team – 2 Roles Available
Join a fast-paced team focused on delivering seamless investment and administration services. If you're detail-oriented and customer-focused, we'd love to hear from you.

What you'll do

The incumbent will be a valuable team player, committed to their day-to-day operations, support their team/peers providing excellent service standards, contribute to the development of knowledge and capability, demonstrate high-quality output whilst maintaining high customer satisfaction within the designated service level agreements.

The successful candidate will have the ability and skill to develop and foster close working relationships with key stakeholders within the business, our insurance partner/s and legal representatives.

The primary responsibility of the Investor Services Officer is:

• Handle calls and emails, in a professional, accurate and helpful manner;

• Process requests in accordance with clients meeting all requirements

• Completion and Quality Control of administration tasks as required, accurately and timely ensuring service levels are met;

• Liaise professionally with all external parties and third-party providers, including clients, advisers, insurers, margin lenders, superannuation funds and employers;

• Timely completion of ad-hoc tasks as assigned by your Team Leader, in keeping with your skills, experience and development;

We'd love to hear from you if you have:

Demonstrated experience and knowledge of the following:

• Demonstrated experience in customer onboarding and administration processes.

• Familiarity with processing Super and Pension applications, transfers, and insurance applications (advantageous).

• Understanding of SIS legislation and contribution management (beneficial).

• Proactively engage and communicate to enable a positive member experience across all touch points in the customer journey;

• Exceptional written and oral communication skills including obtaining and then sharing complex or technical information in an accessible manner. In addition, ability to listen with empathy and identify useful information for claims assessment;

• Proven ability to develop, foster and maintain consistent and positive relationships with key stakeholders internally and externally;

• Strong experience in managing multiple conflicting priorities;

• Have a collaborative team focus to achieve team and business goals;

• Ability to identify key issues and proactively find solutions;

• Aptitude to manage self in order to deliver to agreed outcomes and timelines.

Life At Netwealth

At Netwealth, our people are our greatest strength. We invest in our employees at every stage of life because when you're at your best, so are we.

We're committed to your growth, offering access to further education, diverse training opportunities, and strong support for career development. We're proud to be recognised as one of the top 5 companies in Australia for Career Development, endorsed by WORK180.

We're big on internal mobility. In fact, 32% of roles filled in 2023 went to our own people.

Our flexible hybrid working model encourages balance, with the expectation of 4 days in the office each fortnight. Our state-of-the-art Melbourne CBD office includes modern end-of-trip facilities and daily breakfast to support your commute and wellbeing.

We offer a range of benefits focused on health, wellbeing, and personal development, including:

• 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 (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group

• Community impact: Paid volunteering and our Netwealth Impact Group

Apply now

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing, and cultural initiatives. We're also proudly certified by Work180, Family Friendly Workplaces, and Great Place to Work.

If you're excited about this opportunity but don't meet every requirement, we still encourage you to apply. Research shows that people often hesitate unless they meet every single qualification. We value potential and passion just as much.

If you require any reasonable adjustments during the recruitment process, please contact us at