Investor Services Officer - Onboarding
Netwealth - See Wealth Differently (ASX:NWL)
Date: 14 hours ago
City: Melbourne, Victoria
Contract type: Full time
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:
As an Investor Services Officer, you’ll be at the forefront of delivering accurate and timely administration that supports exceptional client and adviser experiences. You’ll:
As the first point of contact for financial advisers, members, and investors, we pride ourselves on delivering high-quality service and operational excellence.
SAS is made up of six functional teams and four core divisions:
The role:
At 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:
Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it’s one of our core values), and we’re 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 [email protected]
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:
As an Investor Services Officer, you’ll be at the forefront of delivering accurate and timely administration that supports exceptional client and adviser experiences. You’ll:
- Apply your technical expertise in superannuation and investments
- Collaborate with peers in a high-performing, supportive team
- Contribute to operational excellence and customer satisfaction
- Be encouraged to learn, grow, and share insights
As the first point of contact for financial advisers, members, and investors, we pride ourselves on delivering high-quality service and operational excellence.
SAS is made up of six functional teams and four core divisions:
- Administration – Money In, SuperStream, Adviser & Licensee, Customer Maintenance, Money Out
- Services – Contact Centre, Communications, Claims & Estates, Remediation
- Quality, Development & Support – Quality Assurance, Training, Support
- Business Improvement & Remediation – Process & Analysis, Resolutions
The role:
- Delivering high-quality administration and follow-ups
- Managing diverse client and adviser expectations with empathy
- Rapidly building product and process knowledge
- Navigating evolving regulations and industry changes
- Handling outbound calls and emails with professionalism
- Supporting internal stakeholders and participating in system testing
- Mentoring peers and sharing knowledge
- Experience in customer onboarding and administration
- Familiarity with Super and Pension applications, transfers, and insurance (advantageous)
- Understanding of SIS legislation and contribution management (beneficial)
- Strong communication skills and a customer-first mindset
- High attention to detail and excellent organisational skills
- Confidence in problem-solving and analytical thinking
- A collaborative spirit and eagerness to learn and grow
At 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 programme
- Wellness and lifestyle perks including discounted gym memberships, income protection, flu shots, wellness weeks, shopping and retail discounts, access to financial wellbeing services
- We're 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
Here at Netwealth, we support and encourage everyone to bring their genuine selves to work (it’s one of our core values), and we’re 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 [email protected]
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