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Form of workAbout us
Praemium was established in 2001 with a goal to simplify and streamline the complex and time-consuming process of wealth management. Today we offer the only fully integrated platform that allows every part of an investor's wealth to be managed on a single platform. Praemium administers and reports on over $230 billion in FUA for some of Australia's largest and most reputable institutions, private wealth firms and advice practices. Offering a comprehensive and engaging investment and reporting experience for advisers to efficiently manage the wealth of Australians, Praemium is dedicated to delivering innovative technology and exceptional service to our clients.
We are currently looking for an experienced Client Support Consultant to join our SMA support team. This role will offer you the opportunity to expand your knowledge of retail Superannuation and/or investments with your passion for client service, whilst building strong relationships with internal and external stakeholders. With a flair for technology and a natural aptitude to take ownership of resolving queries, you will be the first point of contact to our clients, responding to a diverse range of queries across products, processes and services. Taking inbound calls, resolving issues collaboratively with our internal Operations, Distribution and Technology teams, you will also contribute to the enhancement of our products and services as an advocate of our brand and value proposition.
This role has been the pathway to many other specialised opportunities at Praemium within investments and technology for our existing staff and is a great starting point for a long career within us!
Core activities will include:
Please apply directly with your CV and cover letter.
Please highlight clearly in your CV and cover letter how the following correlate with the role requirements:
We can only accept applications from candidates with the right to work in Australia.
All successful candidates will be required to undertake a police check post appointment
Praemium was established in 2001 with a goal to simplify and streamline the complex and time-consuming process of wealth management. Today we offer the only fully integrated platform that allows every part of an investor's wealth to be managed on a single platform. Praemium administers and reports on over $230 billion in FUA for some of Australia's largest and most reputable institutions, private wealth firms and advice practices. Offering a comprehensive and engaging investment and reporting experience for advisers to efficiently manage the wealth of Australians, Praemium is dedicated to delivering innovative technology and exceptional service to our clients.
We are currently looking for an experienced Client Support Consultant to join our SMA support team. This role will offer you the opportunity to expand your knowledge of retail Superannuation and/or investments with your passion for client service, whilst building strong relationships with internal and external stakeholders. With a flair for technology and a natural aptitude to take ownership of resolving queries, you will be the first point of contact to our clients, responding to a diverse range of queries across products, processes and services. Taking inbound calls, resolving issues collaboratively with our internal Operations, Distribution and Technology teams, you will also contribute to the enhancement of our products and services as an advocate of our brand and value proposition.
This role has been the pathway to many other specialised opportunities at Praemium within investments and technology for our existing staff and is a great starting point for a long career within us!
Core activities will include:
- Support our advisers with navigating and transacting on our platform
- Ensure all client calls and requests are answered and case managed with care and in a timely manner
- Monitor a shared support mailbox
- Build relationships and set expectations with our advisers and clients
- Liaising closely with your teammates in SMA Admin & Support and internal stakeholders daily
- Problem solve and process review to continuously improve and innovate what we do
- Proven client relationship management skills
- A passion for providing exceptional customer service within the financial services industry
- Strong retail Superannuation and/or investments knowledge
- Experience in triaging incoming requests and highlighting trends in customer queries
- A strong and exacting verbal and written communication skill set
- The ability to display confidence and composure under pressure when working through customer issues
- Experience working to SLA’s
- Possess a self-starting and problem-solving mindset
- Excellent organisational and time management skills
- Be adaptable and comfortable working in an agile environment
- A tertiary qualification and/or being RG146 compliant is desirable
- A supportive work environment with hybrid working conditions - work from home and onsite, with a flexible schedule.
- Financial rewards for your contributions to our success including an incentive plan.
- Leave benefits to support you and your family, (both Mum and Dad) including paid parental leave and additional purchased leave.
- Additional benefits to assist with managing your money including novated leasing and financial wellness courses.
- A supportive and talented team that promotes diversity and inclusion.
- Freshen up before and after work when in the CBD with end of trip facilities at 367 Collins Street
- Future development opportunities in your area of interest
Please apply directly with your CV and cover letter.
Please highlight clearly in your CV and cover letter how the following correlate with the role requirements:
- Your previous experience (related to the key accountabilities of this role)
- Your skills qualifications and background
We can only accept applications from candidates with the right to work in Australia.
All successful candidates will be required to undertake a police check post appointment
