Netwealth - See Wealth Differently (ASX:NWL)1 follower23 jobs

Customer Service Representative

JuniorMid levelFull-timeHybridMelbourne VIC, AustraliaPosted 1 week agoVerified 2 weeks ago
Pending fitX of Y criteria met

About the job

The job is about being a Customer Service Representative at Netwealth, where you will be the first point of contact for advisers and clients. This position is crucial in delivering the exceptional service experience that Netwealth is known for, and it offers a fantastic opportunity to make a real impact in the financial services sector. The team values collaboration, authenticity, and a growth mindset, creating an environment where everyone can thrive.

Meet the team

About the company

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You'll be responsible for

📞

Supporting advisers and clients

Providing assistance via phone, email, and online chat to help advisers and clients navigate the platform, products, and services.
🔍

Resolving inquiries

Addressing product, platform, and service inquiries to ensure timely and accurate solutions.
📚

Building product knowledge

Developing a strong understanding of Netwealth's products and services to better assist clients and advisers.

Key criteria

📞

Customer service experience

Demonstrated experience in customer service, preferably in financial services.

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📝

Verbal and written communication skills

Proven ability to communicate clearly and effectively with clients.

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🔍

Problem-solving abilities

Strong skills in identifying issues and providing practical solutions.

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A meaningful career starts with a match

Apply on Netwealth - See Wealth Differently (ASX:NWL)
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5 criteria for this job
Customer service experience
Demonstrated experience in customer service, preferably in financial services.

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Verbal and written communication skills
Proven ability to communicate clearly and effectively with clients.

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Problem-solving abilities
Strong skills in identifying issues and providing practical solutions.

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Organisational skills
Experience managing competing priorities in a fast-paced environment.

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RG146 qualification
Possession of RG146 qualification or willingness to obtain it.

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