Investor Services Officer

About Netwealth

Netwealth isn't just a company. We're shaping the future of wealth in Australia. Our award-winning platform and NextGen technology empower advisers and investors to achieve more, and we're proud to be recognised as one of Australia's most innovative FinTech businesses.

Since 1999, we've grown rapidly by challenging the status quo. We move fast, think big, and stay agile. Free from unnecessary bureaucracy so we can deliver smarter solutions for our clients and create real impact.

But what truly sets us apart? Our people. We're a team of curious, optimistic and courageous individuals who collaborate to make life better for more Australians. We value authenticity, and agility, and we believe in creating an environment where you can do your best work, grow your career, and feel part of something meaningful.

If you're looking for a place where your ideas matter, where innovation is celebrated, and where you can help shape a brighter financial future, join us at Netwealth.

The Opportunity:

Are you passionate about delivering exceptional client experiences and keen to grow your career in financial services?

Join our #Agile Service, Administration & Support (SAS) team!

SAS is the engine room of Netwealth’s operations, supporting our Superannuation, Wrap Services, and Global Specialist Series products.

As the first point of contact for advisers, members, and investors, SAS is committed to service excellence and operational precision.

Our department is structured into six functional teams and four core divisions, offering diverse career pathways and a strong learning culture.

We value curiosity, connection, and capability and we’re looking for someone who shares these values.

What you'll do:

• Deliver accurate and timely administration across key SAS functions.

• Support client and adviser interactions via phone and email.

• Collaborate with internal teams and external providers.

• Participate in system testing and process improvements.

• Handle outbound calls and emails professionally and helpfully.

• Engage in training and development to build product expertise.

• Provide responsive support to internal stakeholders.

• Demonstrate Netwealth’s values through professional behaviour.

• This role is ideal for someone who thrives in a fast-paced environment, enjoys problem-solving, and is eager to grow within a supportive and collaborative culture.

What You’ll Bring:

• Experience in adviser onboarding and administration.

• Strong communication skills both written and verbal.

• High attention to detail and data accuracy.

• Ability to prioritise, escalate, and manage competing demands.

• A customer-first mindset and collaborative approach.

• Experience in financial services or similar (desirable).

Life At Netwealth

At Netwealth, we believe a fulfilling career is built on growth, balance, and belonging. Our people are our greatest strength, and we’re committed to supporting you at every stage of life because when you thrive, so do we.

We're proud to be recognised as one of Australia's top 5 companies for Career Development (endorsed by WORK180). From further education and diverse training opportunities to strong support for internal mobility. Your career can grow here.

Our flexible hybrid model supports balance, with just 4 days in the office each fortnight. When you’re in, you’ll enjoy working from one of our modern, thoughtfully designed spaces across Australia – including our state-of-the-art Melbourne CBD office. All locations feature contemporary facilities to make your day comfortable, and in Melbourne, you’ll also enjoy perks like end-of-trip amenities and daily breakfast to make your commute easier.

We offer benefits designed for your wellbeing and personal development, including;

• Family-friendly support: Paid parental leave and a fully funded school holiday program

• Wellness perks: CU Health (virtual healthcare), income protection, flu shots, wellness weeks, retail discounts and financial wellbeing services

• A vibrant culture: social events, trivia nights, and corporate sports

• Employee Resource Groups: LGBTQIA+, DAWN (Development and Accelerating Women at Netwealth), Culture Group and Carers Group

• Community Impact: Paid volunteering and our Netwealth Impact Group

We're proud of our inclusive and diverse workforce and encourage everyone to bring their genuine selves to work. It's one of our core values. We're committed to equity and inclusion through our gender equality, disability, LGBTQIA+, wellbeing and cultural initiatives. And we're certified by WORK180, Family Friendly Workplaces and Great Places to Work.

If you're excited by the opportunity but don't meet every requirements, we still encourage you to apply. Research shows people often hesitate unless they tick every box. We value potential and passion just as much.

Need adjustments during the recruitment process? Contact us at [email protected]

Apply now and help us shape a brighter financial future!