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

We’re building a brand-new Customer Solutions pod in our Adelaide office, and we’re looking for an experienced Senior - Customer Solutions Specialist to be part of it from the beginning.

You’ll bring your experience in financial services, your confidence navigating complex customer conversations and your passion for finding the right solution. Along the way, you’ll have the opportunity to share your knowledge, support the people around you and help shape how our new Adelaide team works together.

If you know financial services, genuinely love helping customers and want your next move to feel like a step forward, this could be it.

What you’ll be doing

At Netwealth, Customer Operations plays an important role in delivering reliable, high-quality experiences for our advisers and clients across their journey on the Netwealth platform.

As a Senior - Customer Solutions Specialist, you’ll be one of the experienced members of our new Adelaide pod.

You’ll

Support clients and advisers across phone, email and online chat

Manage a broad range of product, service and general enquiries

Take ownership of more complex customer enquiries and challenging interactions

Investigate issues, problem-solve and find practical solutions

Provide accurate, timely and high-quality information

Build deep knowledge of Netwealth’s products, services, processes and platform

Work closely with teams across Customer Operations, Sales, Product, Technology and Risk & Compliance

Build strong relationships with clients, advisers and external providers

Share your knowledge and experience with the team as the new Adelaide pod grows

Help create a customer experience that feels knowledgeable, human and genuinely helpful.

The underlying role requires strong product knowledge, attention to detail, problem-solving, professional communication and the ability to manage complex or challenging customer interactions.

What we’re looking for

Because this is a Senior opportunity, we’re looking for someone who already has a strong grounding in financial services and can bring confidence and experience to a new team.

You’ll bring

Strong experience in financial services customer service or operations

Knowledge of superannuation, investments, wealth management or platform administration

Confidence handling complex enquiries and working through problems to find the right solution

The ability to quickly learn and apply detailed product and process knowledge

Excellent written and verbal communication skills

Strong attention to detail and the ability to manage competing priorities

A calm, professional and empathetic approach when conversations become challenging

A natural willingness to share knowledge and support others

Curiosity, initiative and a genuine desire to keep learning and improving.

RG146 accreditation, or a willingness to obtain it, would be advantageous.

Why this opportunity is a little different

There’s something pretty exciting about joining a team when it’s just getting started.

You won’t simply be joining the Adelaide pod. You’ll be part of its story from the beginning.