Customer Success Specialist

Location: Sydney CBD / Office-based 

Employment Type: Full-Time (5 days a week)

Hours: Monday – Friday, 9:00 AM – 5:00 PM

Experience Level: Early stage

About Wealth99

Wealth99 is an Australian fintech company pioneering the emerging sector of Crypto-Wealth. Founded in 2018, we are building the next generation of digital wealth solutions by making crypto investing more secure, simple, and accessible for everyday investors.

Our mission is to bridge the gap between traditional wealth management and the future of digital assets — helping Australians confidently participate in this rapidly evolving industry.

We are looking for a motivated and curious Graduate Customer Success & Operations Associate to join our Sydney team and play a key role in supporting our growing client community.

This is an opportunity to gain hands-on experience across Customer Success, Operations, Compliance, Product, Marketing Technology, and AI, while working closely with experienced leaders in a fast-moving fintech environment.

This role is ideal for someone who wants more than a traditional graduate job — someone who wants exposure, responsibility, and the opportunity to build valuable skills from day one.

The Opportunity

As our Graduate Customer Success & Operations Associate, you will be the frontline connection between Wealth99 and our clients.

You will help deliver an exceptional customer experience while gaining exposure to how a high-growth fintech business operates behind the scenes.

Working alongside senior team members, you will develop expertise across client relationships, compliance processes, digital platforms, automation, AI tools, and business operations.

This role provides a strong foundation for future career pathways across:

• Customer Success & Client Experience
• Operations
• Compliance
• Product
• Marketing Technology
• Growth & Partnerships

Key Responsibilities

Customer Success & Client Experience

• Support clients through email, ticketing systems, and phone conversations with professionalism and care.
• Assist customers with account enquiries, platform questions, and general support requests.
• Build strong relationships by providing clear, timely, and accurate communication.
• Identify customer feedback and insights to help improve the Wealth99 experience.

Client Onboarding & Compliance

• Guide clients through account setup and verification processes.
• Assist with KYC/KYB procedures while maintaining high standards of accuracy and security.
• Support compliance processes in line with Australian regulatory requirements.

Operations & Technology

• Manage and maintain customer information across platforms including HubSpot, Zoom, and Eventbrite.
• Support reporting, data accuracy, and internal processes.
• Assist with testing new platform features before launch.
• Learn and apply emerging AI tools and marketing technologies to improve workflows.

Cross-Functional Collaboration

• Work closely with teams across Marketing, Product, Compliance, Operations, and Sales.
• Share customer insights to help improve products, processes, and business decisions.
• Contribute ideas in a collaborative, entrepreneurial environment.

Who You Are

We are looking for someone with the right attitude, curiosity, and ambition. Experience is valuable, but we care most about your willingness to learn and your ability to communicate effectively.

This role would suit:

• A recent university graduate looking to launch their career in fintech.
• Someone early in their career who wants broader exposure than a traditional customer service role.
• A highly organised, proactive person who enjoys solving problems and learning new technology.
  

We are looking for someone with the right attitude, curiosity, and ambition. Experience is valuable, but we care most about your willingness to learn and your ability to communicate effectively.

This role would suit:

• A recent university graduate looking to launch their career in fintech.
• Someone early in their career who wants broader exposure than a traditional customer service role.
• A highly organised, proactive person who enjoys solving problems and learning new technology.

Requirments

Education

• Completed tertiary qualification (Bachelor degree preferred).

Communication

• Excellent written and verbal communication skills.
• Ability to explain complex information clearly and professionally.

Work Rights

• Full Australian working rights required.
• Please note: this role is not eligible for visa sponsorship.

Availability

• Ability to work full-time, Monday–Friday, 9:00 AM–5:00 PM.
• This is an office-based role in our Sydney CBD location.

Technology

• Comfortable learning new software platforms and digital tools.
• Experience with CRM platforms, HubSpot, ticketing systems, or automation tools is advantageous but not essential.

Attention to Detail

• Strong organisation skills with the ability to manage customer information, documentation, and compliance processes accurately.

Why Join Wealth99?

Build a Career in Fintech

Gain practical experience in one of the fastest-growing areas of financial technology and develop skills that will be valuable across multiple industries.

Work Closely With an Experienced Leaders

You won’t be another number. You’ll have direct exposure to senior team members and the opportunity to learn how a growing fintech business operates.

Real Career Growth

We believe in developing our people. This role provides opportunities to grow into areas including:

• Customer Success Management
• Operations
• Product
• Compliance
• Marketing Technology
• Growth

Learn Future-Focused Skills

Gain experience with emerging technologies including AI, automation, CRM platforms, and digital asset infrastructure.

Join a Dynamic Sydney Team

Work from our Sydney CBD office alongside a collaborative team in a vibrant coworking environment where ideas, innovation, and learning are encouraged.

How to Apply

If you are excited about building your career in fintech and want the opportunity to learn, contribute, and grow, we would love to hear from you.

Please submit your resume and a short cover letter explaining why you are interested in joining Wealth99 and why this opportunity aligns with your career goals.

Wealth99 is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive workplace where everyone can contribute and succeed.