Support & Solutions 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.

The opportunity:

We have x2 open roles within the team.

- Full time permanent position

- Full time 12 month contract

The primary purpose of the Support & Solutions Officer is to be the front line of support for customers, predominantly clients and advisers. The incumbent will receive inbound telephone calls, emails and web chats in relation to products, services and general enquiries. Of paramount importance is the delivery of service within designated timeframes and of a standard that presents and represents Netwealth professionally and exceptionally.

The incumbent will handle a high volume of queries and create a positive experience for each customer. Addressing all questions, providing accurate and efficient responses and documenting and escalating to the Team Leader where necessary.

The role:

• Provide a high level of service to internal stakeholders including the Sales team and Investment Operations

• Demonstrate a professional, friendly and helpful attitude

• Stay abreast of any product, process, regulatory or legislative changes

• Participate in multiple simultaneous projects with overlapping priorities

About you:

• You posses a courageous and consultative communication style

• You display strong analytical skills and attention to detail

• You have a commitment to service excellence.

• High level customer relations experience (developing and building relationships)

• Display ability to collaborate with other teams and work as part of a larger team.

• Focused on meeting commitments and delivering results to a high-quality standard.

Life At Netwealth

At Netwealth, people are our core strength, and we invest in our employees no matter what stage of life they are in. When youre at your best, were at our best!

We prioritise the growth of our employees, and youll 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 youll spend 4 days a fortnight coming into our state-of-the-art office. Were located in the heart of Melbournes 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 kids holiday programme

• Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services

• Were a social bunch and love to get together regularly, participating in corporate sporting events, games and trivia nights

• Employee Resource Groups - LGBTQIA, Women of Netwealth, Culture Group, Carers Group

• Support for community involvement through volunteering and our Netwealth Impact Group

Apply 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 dont meet every single requirement? Research shows that we dont always apply to jobs we are interested in unless we meet every single qualification. If you are excited about this role but dont 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 ******@netwealth.com.au