Onboarding Support - 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 At Netwealth, onboarding is where adviser and client confidence begins. Every new application, account and investment journey starts with an exceptional onboarding experience. Behind the scenes, our Onboarding Support team plays a critical role in making sure requests are complete, accurate and ready to progress efficiently. We're looking for a detail-oriented and customer-focused Investor Services Officer to join our Client Onboarding function. This is an opportunity for someone who enjoys solving problems, working collaboratively and delivering high-quality outcomes that make a real difference for advisers and clients. You'll play an important role in helping create a seamless onboarding experience, ensuring requests are set up correctly from the start and supporting the efficient movement of work across our onboarding teams. About the role Reporting to the Team Leader, you'll be responsible for reviewing onboarding documentation, validating information and preparing workflows so requests can progress efficiently through the onboarding process. Working closely with advisers, clients and internal stakeholders, you'll help ensure onboarding requests are complete, compliant and ready for action. You'll contribute to a high-performing operational environment by delivering quality outcomes, supporting service excellence and helping identify opportunities to enhance how we work. About you You're organised, proactive and take pride in delivering quality work. You enjoy working in a fast-paced environment, have a strong eye for detail and know how to balance accuracy with efficiency. You're confident communicating with stakeholders, asking the right questions and ensuring nothing falls through the cracks. Most importantly, you're someone who genuinely cares about creating great experiences and continuously improving the way work gets done. Your strengths include: - Attention to Detail – identifying gaps, reviewing documentation and ensuring work is completed accurately the first time. - Customer & Stakeholder Focus – building positive relationships and communicating clearly with advisers and internal teams. - Problem Solving – investigating issues, finding solutions and knowing when to escalate. - Operational Excellence – managing competing priorities while maintaining quality and service standards. - Continuous Improvement – looking for opportunities to simplify processes and improve outcomes. What you'll do - Review onboarding documentation to ensure requests are complete and meet required standards. - Validate information and identify any missing documentation or outstanding requirements. - Communicate with advisers to obtain additional information and resolve documentation gaps. - Prepare and progress onboarding workflows accurately and efficiently. - Deliver high-quality outcomes while meeting agreed service levels and productivity expectations. - Investigate and resolve operational exceptions, escalating issues where required. - Support compliance, risk management and quality control obligations. - Contribute to process improvements, workflow enhancements and continuous improvement initiatives. - Build knowledge across Netwealth products, systems and operational processes. - Work collaboratively with stakeholders across Customer Operations and the broader business. What you'll bring - Experience in an operations, administration, customer service, processing or operational support environment. - Strong attention to detail and the ability to manage competing priorities effectively. - Excellent communication and stakeholder management skills. - Sound analytical and problem-solving capability. - The ability to interpret requirements, review documentation and identify missing information. - A customer-focused mindset with a commitment to delivering quality outcomes. - Strong organisational skills and a proactive approach to managing workload. - A collaborative attitude and enthusiasm for learning and continuous improvement. Nice to have Experience in financial services, superannuation, investments, banking or another regulated environment will help you get up to speed, but isn't essential. Exposure to any of the following would also be beneficial: - Investor onboarding - AML/KYC processes - Investment or superannuation administration - Adviser-facing operational support - Asset transfer processing - Workflow management systems - High-volume operational environments 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!