Customer Service Representative handling customer inquiries via phone, email, and chat for Netwealth, a wealth management platform. Supporting internal teams and delivering exceptional service within agreed timeframes.
Responsibilities
Handle inbound telephone calls, emails, and web chats regarding products, services, and general enquiries.
Deliver service within agreed timeframes and to the highest standard.
Document interactions and escalate issues to the Team Leader when required.
Support internal teams, including Sales and Investment Operations.
Stay up to date with product, process, and regulatory changes.
Contribute to projects with overlapping priorities.
Requirements
Experience in financial services and ideally a superannuation background.
Customer-focused with a professional, friendly, and helpful attitude.
Strong communication skills – courageous and consultative style.
Excellent attention to detail and analytical ability.
Committed to service excellence and building strong relationships.
Collaborative team player who thrives in a fast-paced environment.
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 (Developing and Accelerating Women at Netwealth), Culture Group, and Carers Group
Community impact: Paid volunteering and our Netwealth Impact Group
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