---
title: 'Investor Services Officer - Claims & Estates at Netwealth'
canonical: 'https://feeny.ai/job/investor-services-officer-claims-estates-netwealth-melbourne-s6z8x0t3ha35'
type: 'job'
last_seen: '2026-10-19'
---

# Investor Services Officer - Claims & Estates at Netwealth

- **Company:** Netwealth
- **Location:** Melbourne, Australia
- **Employment:** full-time
- **Posted:** 2026-10-14
- **Last confirmed live:** 2026-10-19
- **Apply:** https://jobs.ashbyhq.com/netwealth/8f348854-f199-4a7e-adfd-195eddc6236e

## Job description

## 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 As an Investor Services Officer within our Claims & Estates team, you’ll help support the administration of death claims, insurance claims and applications, permanent incapacity requests, financial hardship requests and other updates to member accounts on the Netwealth platform. The broader Customer Operations team is focused on providing reliable, high-quality service to Netwealth advisers and clients, with a strong emphasis on accuracy, efficiency and continuous improvement.

Behind every claim, application or account update is a person navigating an important life event.

Experience in claims and estates is essential for this role. We are seeking candidates with a strong background along with hands-on experience managing complex matters.

The work is detailed and process-driven, but it also involves a significant human element.

You’ll be responsible for delivering accurate, timely and high-quality outcomes while balancing customer needs, risk, internal controls and regulatory requirements. You’ll investigate requests, work through documentation and exceptions, and help ensure each matter is progressed with the care and attention it deserves.

## What you’ll be doing

you’ll support the administration of matters including:

- Death and estate claims
- Insurance claims and insurance applications
- Permanent incapacity requests
- Financial hardship requests
- Updates to member accounts on the Netwealth platform
- Processing investment and superannuation administration activities accurately and efficiently
- Investigating and resolving operational issues and exceptions, escalating where appropriate
- Applying policies, procedures, business rules and internal controls to reach the right outcome
- Communicating clearly with advisers, clients and internal stakeholders
- Identifying opportunities to improve processes and create better experiences for our customers

You'll have Strong, demonstrated experience in claims and estates. Alongside this, you’ll bring:

- Experience managing complex, sensitive or detailed claims and estate matters
- Experience in operations, administration, customer service or a processing environment
- Exceptional attention to detail and strong organisational skills
- The ability to manage competing priorities without compromising quality
- Strong analytical and problem-solving skills
- Confidence applying policies, procedures and business rules
- Clear and professional communication skills
- An accountable, collaborative and solutions-focused approach
- The ability to learn new systems, products and processes quickly
- A genuine commitment to delivering positive outcomes for customers and stakeholders

Even better if you have Experience within financial services, superannuation, investments, banking or another regulated environment would be highly regarded. Knowledge of investment or superannuation administration, or experience working in a high-volume, service-level or risk-controlled environment, would also be beneficial.

Why this role? You’ll be working on matters that can have a real impact on members and their families, while building valuable experience across superannuation, insurance, claims and complex account administration. You’ll join a collaborative team where you can develop your technical capability, share knowledge, contribute ideas and look for better ways of doing things. Success is measured across quality and productivity, customer and stakeholder outcomes, technical development, risk and compliance, continuous improvement and contribution to the team.

If you have strong claims and estates experience and you’re detail-focused, curious, accountable and motivated by getting the right outcome, we’d love to hear from you!

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!

## About Netwealth

## Company Overview
- **One-liner**: Netwealth is an Australian fintech company providing award-winning wealth management, superannuation, and investment administration technology for financial advisers and investors.
- **Entity Type**: Public (ASX: NWL)
- **Headquarters**: Melbourne, Australia
- **Founded**: 1999
- **Founders**: Not publicly available

## Core Business
- **Primary industry**: Wealth management technology (fintech), financial services, superannuation
- **Target customers**: B2B (financial advisers, wealth professionals) and B2C (individual investors, superannuation members). Serves both enterprise and SMB segments.
- **Mission or purpose statement**: “To help one million Australians improve their financial futures and see wealth differently.” [netwealth.com.au](https://www.netwealth.com.au/web/about-netwealth/)

## Products & Services
- **Netwealth Platform**: A technology platform that offers portfolio administration, superannuation (Super Accelerator), investment accounts (Wealth Accelerator), managed accounts, and a range of investment products. It is a SaaS-like digital wealth management solution. [netwealth.com.au](https://www.netwealth.com.au/web/)
- **Flux Mobile App**: A financial literacy and wellbeing app for employees and consumers, offering bite-sized education, spending tracking, and gamified learning. [netwealth.com.au](https://www.netwealth.com.au/web/about-netwealth/careers/)
- **Managed Accounts & Wrap Services**: Professionally managed investment portfolios and wrap platform services for advisers and clients.

## Market Standing
- **Valuation/Market Cap**: Not disclosed (ASX-listed; latest market cap not available in provided sources)
- **Key Metric**: **$118+ billion** in funds under administration and management (as of 2025). [netwealth.com.au](https://www.netwealth.com.au/web/)
- **Notable Investors/Partners**: Not publicly listed (public company without disclosed lead investors). Partners include major financial institutions and adviser groups.
- **Growth Signals**:
  - Over **700 staff members** as of 2025 [netwealth.com.au](https://www.netwealth.com.au/web/)
  - **3,900+ advisers** using the platform [netwealth.com.au](https://www.netwealth.com.au/web/)
  - **162,000+ account holders** [netwealth.com.au](https://www.netwealth.com.au/web/)
  - Recognized as one of the fastest growing wealth management businesses in Australia

## Competitive Advantages
- **Award-winning technology**: Analysts consistently rate Netwealth’s platform as best-in-class for wealth management.
- **Scalable unified platform**: Combines administration, superannuation, investments, and managed accounts in one seamless digital offering.
- **Strong adviser adoption**: Large and growing network of financial advisers (3,900+) creates a powerful ecosystem and switching costs.
- **Entrepreneurial culture with public company stability**: Maintains a startup-like agility while being an ASX-listed group.

## Strategic Focus
- **Growth through innovation**: Continued investment in technology, including innovation labs and hackathons [netwealth.com.au](https://www.netwealth.com.au/web/about-netwealth/careers/).
- **Financial literacy**: Expanding education initiatives via Flux app and Banqer (school program) to build brand and future customer base.
- **Scale people and culture**: Maintaining a startup culture as the organization grows past 700 employees, focusing on agility and collaboration. [hcamag.com](https://www.hcamag.com/au/specialisation/leadership/how-this-asx-fintech-keeps-its-startup-soul-as-it-scales-people-and-culture/572054)
- **Deepening adviser and investor relationships**: Expanding managed account offerings and enhancing the platform to drive FUM growth.

## Why Work Here
- **Culture**: Values-driven environment with an emphasis on being genuine, agile, courageous, curious, optimistic, and collaborative. [netwealth.com.au](https://www.netwealth.com.au/web/about-netwealth/careers/)
- **Flexibility**: Hybrid working policy – minimum 4 days per fortnight in the Melbourne office (state-of-the-art workspace). [netwealth.com.au](https://www.netwealth.com.au/web/about-netwealth/careers/)
- **Benefits**:
  - 12 weeks parental leave for primary and secondary caregivers (including adoptive and pregnancy loss)
  - Performance-based bonuses, company shares (via equity plan)
  - Income protection (75% of salary for up to two years from day one)
  - Free access to Flux financial wellness app
  - Study assistance and study leave
  - Employee Assistance Program (EAP) with 24/7 access
  - Kids holiday program (fully funded for primary school-aged children)
  - Wellness weeks, corporate triathlon team, volunteer days
- **Engineering/Learning**: Innovation labs and hackathons, personalized development plans, cross-functional projects, clear career progression paths.
- **Recognition**: Certified Great Place to Work, Work180 endorsed, Family Friendly Workplace, BOSS Best Places to Work award winner.

## Sources
1. [netwealth.com.au - About Us](https://www.netwealth.com.au/web/about-netwealth/)
2. [netwealth.com.au - Careers](https://www.netwealth.com.au/web/about-netwealth/careers/)
3. [netwealth.com.au - Homepage](https://www.netwealth.com.au/web/)
4. [LinkedIn - Netwealth](https://au.linkedin.com/company/netwealth-investments-limited)
5. [HCAMag - How this ASX fintech keeps its startup soul](https://www.hcamag.com/au/specialisation/leadership/how-this-asx-fintech-keeps-its-startup-soul-as-it-scales-people-and-culture/572054)

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