About NetwealthNetwealth 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 valuesCurious, Optimistic, Courageous, Collaborative, Agile, and Genuineare 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.The Opportunity:Our Service, Administration & Support team is the engine room powering the Netwealth platform. Its divided into several different teams in Maintenance and Money Out. Service, Administration & Support is responsible for administering Netwealths 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.No matter what team you join, you will be responsible for:Building and managing relationships with key stakeholdersProviding responses to queries/requests received via phone, email and mailEducating customers with detailed product informationEnsuring that all queries/requests are actioned to a set standard of service and qualityCommunicating appropriate policy and product information by articulating entitlements, features, and benefitsAdministration of work items relevant to the individual teamParticipating in continuous improvement to achieve high-quality outcomesAd hoc administration as required by your team leaderWe would love to hear from you if:You have Superannuation or Financial services industry experience in either a contact centre or an administration settingYou are naturally curious and have a dedicated attitude and an ability to adapt to changeYou love collaborating with others and can also work independentlyYou are an outstanding communicator both verbally and in writing and strive to understand our customers'' needsYou have a keen eye for detailYou understand the importance of providing excellent customer serviceYou are RG146 Tier 1 compliant (preferred but not essential)Life At NetwealthAt Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in. When you''re at your best, we''re at our best!We prioritise the growth of our employees, and you''ll be able to learn and develop yourself and your career at Netwealth. We provide access to further education and diverse training opportunities, and we actively support internal mobility. 32% of our jobs filled in 2023 were from internal candidates.We have a flexible and adaptable hybrid working policy with the expectation you''ll spend 4 days a fortnight coming into our state-of-the-art office. We''re located in the heart of Melbourne''s CBD and have all the bells and whistles you would expect - including modern end of trip facilities for your commute to work, and breakfast provided daily.We have a number of benefits that have been designed with a focus on health and well-being, support and growth. Some of these include:Family-friendly workplace, with parental leave and a kid''s holiday programmeWellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing servicesWe''re a social bunch and love to get together regularly, participating in corporate sporting events, games and trivia nightsEmployee Resource Groups - LGBTQIA, Women of Netwealth, Culture Group, Carers GroupSupport for community involvement through volunteering and our Netwealth Impact GroupApply now!Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (its one of our core values), and were proud of our inclusive and diverse workforce. We are committed to this through our gender equality, disability, LGBTQIA+, well-being and cultural initiatives. We are proud to be endorsed and certified by Work180, Family Friendly Workplaces and Great Place to Work.Are you curious about this opportunity but don''t meet every single requirement? Research shows that we don''t always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but don''t tick every box, we encourage you to apply anyway! If you require any reasonable adjustments throughout the recruitment process, please let us know by emailing people@netwealth.com.au #J-18808-Ljbffr
Job Title
Investor Services Officer