About the role

  • 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

Job title

Customer Service Representative

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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