Netwealth
The Investor Services Officer supports the Claims & Estates team by administering death claims, insurance claims, permanent incapacity requests, and financial hardship applications. This role focuses on delivering accurate and timely outcomes while managing complex matters and ensuring compliance with regulatory requirements. The position involves investigating requests, resolving operational issues, and communicating effectively with advisers and clients.
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
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Netwealth didn’t post a salary, so this is our estimate from similar listings.