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:

Our Customer Operations team plays a critical role in delivering reliable, high-quality outcomes for Netwealth advisers and clients. Working across investment and superannuation administration, the team helps ensure every customer interaction is supported by operational excellence, accuracy and care.

As an Investor Services Officer, you'll be responsible for processing a range of investment and super administration activities, helping to deliver seamless experiences while meeting service, quality and compliance standards.

You'll join a collaborative and supportive team where you'll be encouraged to build your knowledge across Netwealth products, systems and processes, while developing valuable financial services expertise.

This is a great opportunity for someone looking to build a long-term career. As your experience grows, you'll have opportunities to develop across Administration and Payments, expand your knowledge into broader Customer Operations functions such as Onboarding, and explore future pathways into technical specialist, project, and broader business roles.

In this role, you will:

• Process investment and superannuation administration activities accurately and efficiently
• Manage a high-volume workload while meeting service and quality standards
• Support advisers, clients and internal stakeholders to deliver positive outcomes
• Investigate, resolve and escalate operational issues when required
• Build knowledge across Netwealth products, systems and processes
• Contribute to continuous improvement initiatives that enhance efficiency and customer experience

About You

You don't need years of financial services experience to be successful in this role. We're looking for people with the right mindset, strong attention to detail, and a genuine commitment to delivering great outcomes.

You thrive in a fast-paced environment, can manage competing priorities, and take pride in getting the details right. You're curious, eager to learn, and enjoy solving problems while working as part of a supportive team.

You'll bring:

• Experience in administration, customer service, operations, processing, or a similar environment
• Strong attention to detail and a commitment to quality
• Excellent organisational skills and the ability to manage workload effectively
• Strong communication and stakeholder management skills
• Sound problem-solving skills and the ability to learn quickly
• A positive, collaborative and customer-focused approach

Experience in financial services, superannuation, investments, banking, or another regulated environment is advantageous but not essential.

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 talent@netwealth.com.au

Apply now and help us shape a brighter financial future!