Customer Wealth Associate

Customer Wealth Associate

12-Month Fixed-Term Contract 38 hours per week $85-$95k super - Sydney based

Were partnering with a fast-growing fintech on a mission to make wealth creation more accessible for everyday Australians and New Zealanders. With over one million customers and a rapidly expanding product suite spanning investing savings retirement and insurance theyre redefining how people build long-term financial wellbeing.

About the role

Youll be the trusted voice behind the platform helping customers understand products resolve issues and get the most from their investing experience.

• Support customers across investing savings retirement and insurance products
• Deliver high-quality customer service through both written and phone-based interactions
• Help customers navigate onboarding account management compliance and operational processes
• Manage customer enquiries escalations and complaints with empathy and professionalism
• Contribute to continuous improvement initiatives including the use of AI to enhance customer experiences

What youll be doing

• Responding to customer enquiries via email phone and digital channels
• Assisting customers with account setup identity verification and share transfers
• Resolving complex customer issues and complaints in a regulated environment
• Collaborating with internal teams to provide customer insights and improve processes
• Supporting product operational and customer experience initiatives across the business

What were looking for

• 3-5 years of experience in customer operations customer support client services or a similar customer-facing role
• Experience working within a regulated industry such as fintech banking wealth management superannuation or insurance
• Exceptional written and verbal communication skills with the ability to simplify complex information
• Proven experience handling customer escalations and difficult conversations
• Comfortable using technology and AI tools to improve efficiency and customer outcomes

Why this opportunity

• Join one of the most exciting and purpose-driven fintech businesses in the market
• Work with a collaborative high-performing team that genuinely values customer experience
• Gain exposure to a broad range of wealth and investment products
• Enjoy flexible working arrangements and a strong people-first culture

If youre excited by the opportunity please apply online or call Ana Macedo at The Onset on