Netwealth - See Wealth Differently (ASX:NWL)1 follower19 jobs

Private Wealth Support Consultant

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

About the job

The Private Wealth Support Consultant job at Netwealth is an exciting opportunity to deliver exceptional concierge-style support to high-value clients and financial advisers. This role is crucial in redefining the private wealth experience, allowing you to manage end-to-end client interactions while simplifying complex investment concepts. The team thrives in a fast-paced, collaborative environment, where your ideas and contributions truly matter.

You'll be responsible for

📞

Delivering high-touch support across phone, chat and email

Providing exceptional service to clients through various communication channels.
🔄

Managing queries from start to finish

Taking ownership of client inquiries and ensuring they are resolved effectively.
💡

Simplifying complex investment and platform information for clients and advisers

Translating intricate investment concepts into clear, understandable language.

Key criteria

📞

Call centre experience

Proven experience in a call centre or high-volume customer environment.

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💬

Messaging channel capability

Demonstrated capability across phone and messaging channels.

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🗣️

Excellent communication skills

Clear, concise communication with a customer-first approach.

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Meet the team

About the company

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5 criteria for this job
Call centre experience
Proven experience in a call centre or high-volume customer environment.

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Messaging channel capability
Demonstrated capability across phone and messaging channels.

View

Excellent communication skills
Clear, concise communication with a customer-first approach.

View

Problem-solving skills
Proven knack for problem solving and taking ownership.

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Investment product knowledge
Experience building deep knowledge of investment products.

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