Investor Services Officer (Customer Operations)
Core
Process investment and superannuation administration activities, resolve transaction queries, and ensure accurate fund movements for clients and advisers.
Role type
Senior operational specialist (financial services)
Builds
Payment and transaction processing workflows for Super, Wrap, and adjustment products
Domain
Australian Financial Services / Superannuation / Wealth Management
Deliverable
production ML models | product features | dashboards & analysis | research | client delivery | infrastructure | physical/clinical work
Required skills
transaction processing, exception resolution, risk management, compliance adherence, process improvement, stakeholder collaboration, analytical problem-solving, attention to detail
Preferred skills
financial services experience, superannuation administration knowledge, regulated environment experience
Technologies
Netwealth platform, SuperStream, banking reconciliation systems
Responsibilities
Process investment and superannuation administration activities accurately and efficiently, investigate and resolve transaction queries and exceptions, maintain high standards of quality, risk management and compliance, contribute to process improvement initiatives, build expertise across Netwealth products and operational processes
Seniority
Mid-level, hands-on IC