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© All Rights Reserved. ApplyBlast.com
Netwealth
Netwealth is seeking a Customer Service Representative to serve as the first point of contact for advisers and clients via phone, email, and online chat. This role involves resolving product and platform enquiries, investigating issues, and providing timely solutions while maintaining accurate records. The ideal candidate combines resilience with empathy to manage high volumes of enquiries and build strong relationships within the financial services sector.
Netwealth is an Australian wealth management platform offering superannuation, retirement, and investment solutions for both individual investors and financial advisers. The company provides a range of products including investment wrap accounts, managed accounts, and SMSF solutions, supported by award-winning fintech tools and technology. With over $118 billion in funds under administration and management, Netwealth serves more than 162,000 account holders and 3,900 financial advisers across Australia.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Netwealth.
81% above the average for this role