Team Leader - Customer Servicing

Netwealth

Melbourne, Victoria, Australia
4d onsite
Experience in financial services administration
Strong understanding of pension transfer processes
Knowledge of aml/ctf and superannuation legislation
The Team Leader is responsible for the day-to-day leadership and technical oversight of a team supporting high-volume account maintenance and transfer activities

Job Summary

  • The Team Leader is responsible for the day-to-day leadership and technical oversight of a team supporting high-volume account maintenance and transfer activities.
  • Netwealth values authenticity and agility, offering a flexible hybrid model with just 4 days in the office each fortnight alongside extensive wellness perks.
  • This role requires ensuring consistent service quality while maintaining strict compliance with Superannuation legislation, AML/CTF, and privacy regulations.

Matching Summary

The Team Leader is responsible for the day-to-day leadership and technical oversight of a team supporting high-volume account maintenance and transfer activities.

Skills & Requirements

Must-have

  • Experience in financial services administration
  • Strong understanding of pension transfer processes
  • Knowledge of AML/CTF and Superannuation legislation
  • RG146 compliance certification required

Nice-to-have

  • Passion for leading people and delivering service
  • Ability to develop Netwealth products knowledge quickly
  • Tertiary qualifications in Business or Finance
  • Collaborative and agile team mindset

Key Requirements

  • RG146 compliance certification
  • Demonstrated experience in financial services operations
  • Experience leading teams in an operational setting

Work Rights

Not specified

Tailored Resume

Cover Letter