Area Customer Experience Specialist providing financial concierge services to customers and colleagues across branches. Responsible for customer transactions and educating clients about banking products and services.
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Hybrid Customer Service Representative
Posted 3 months ago
About the role
- 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
Job title
Job type
Experience level
Salary
Not specified
Degree requirement
Location requirements
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