Customer Service Representative
Core
First point of contact for advisers and clients, resolving product, platform, and service enquiries via phone, email, and online chat.
Role type
Customer Service Representative (Financial Services)
Builds
Exceptional service experience for Netwealth's advisers and clients
Domain
Financial services / Wealth management
Deliverable
client delivery
Required skills
problem-solving, attention to detail, verbal and written communication, active listening, empathy, organizational skills, ability to manage competing priorities
Preferred skills
financial services experience, wealth management experience, superannuation experience, investments experience, RG146 qualification
Technologies
Netwealth platform
Responsibilities
Support advisers and clients via phone, email, and online chat; Resolve product, platform, and service enquiries; Investigate issues and provide practical solutions; Build strong knowledge of Netwealth's products and services; Work closely with teams across Operations, Sales, Product, Technology, and Risk & Compliance; Maintain accurate records and ensure high-quality customer outcomes; Contribute to continuous improvement and help make great processes even better