Senior - Customer Solutions Specialist (Adelaide)
Core
Senior specialist supporting clients and advisers via phone, email, and chat with complex financial service enquiries.
Role type
Senior Customer Solutions Specialist (Financial Services)
Builds
Reliable, high-quality customer experiences for Netwealth advisers and clients
Domain
Financial Services / Wealth Management / Superannuation
Deliverable
client delivery
Required skills
complex enquiry resolution, product knowledge, problem-solving, written/verbal communication, attention to detail, empathy, stakeholder management
Preferred skills
RG146 accreditation, knowledge of superannuation/investments/wealth management, team mentorship
Technologies
Netwealth platform
Responsibilities
Support clients and advisers across phone, email, and online chat; Manage broad range of product, service, and general enquiries; Take ownership of complex customer enquiries and challenging interactions; Investigate issues, problem-solve, and find practical solutions; Provide accurate, timely, and high-quality information; Build deep knowledge of Netwealth's products, services, processes, and platform; Share knowledge and experience with the new Adelaide pod
Seniority
Senior, hands-on IC