Job title: Customer Wealth Associate
Job type: Permanent
Emp type: Full-time
Industry: Financials
Location: Sydney, NSW
Job published: 19-06-2026
Job ID: 69251

Job Description

Customer Wealth Associate

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

We're 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, they're redefining how people build long-term financial wellbeing.

About the role

You'll 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 you'll 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 we're 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

For a confidential discussion, please contact:

Ana Macedo
ana@theonset.com.au