Hybrid Client Experience Consultant – Wealth Platform

Praemium Limited; Melbourne; Ibrido; AUD 65.000 - 90.000; Tempo pieno

Vantaggi offerti da questo lavoro

Hybrid working

Competitive salary

Performance bonus

Professional development

Office on Collins Street

Descrizione del lavoro

Praemium is seeking a Full-time Permanent Associate to be the first point of contact for clients, delivering timely support across superannuation and managed investment products on the Praemium platform. Respond to enquiries via phone, live chat and email, resolve issues within service level agreements, and collaborate with internal teams to improve products and services.

Hybrid working (home 3 days, office 2 days) with a great office on Collins Street in Melbourne and opportunities for

Competenze

• Experience providing client support via phone, live chat, and email.
• Ability to resolve issues with good judgement and speed.
• Comfort working across diverse teams to improve service.

Mansioni

• Respond to client enquiries and advise on the Praemium platform.
• Resolve issues in line with SLAs and coordinate with internal teams.

Conoscenze

Client support

Communication

Problem solving

Strumenti

CRM systems

Descrizione del lavoro

Client Experience Consultant, Super & SMA

Full-time Permanent Associate

Posted 25 Aug 2026

Description

The Role

This role is the first point of contact for our clients, providing timely and accurate support across our superannuation and managed investment products on the Praemium platform.

You'll be responsible for responding to client enquiries via phone, live chat and email, resolving issues in line with service level agreements and in collaboration with internal teams.

Through a proactive and client-first approach, you'll deliver a positive client experience.

We are looking for someone who is naturally curious, solution/team focused, and wants to add to the great team culture we've built.

Key Responsibilities

As the first point of contact for our clients, you will provide support for our managed accounts and platform solutions, assisting with a range of queries, for example:

• How does the advice-based super product work and who can access it?
• How is a new super account/application initiated through the adviser network?
• Platform access and navigation queries.
• Cash account balances and investment transactions.
• Buy/sell orders, rebalances and investment instructions.
• Fees or transactions appearing on the platform.
• Status of platform-related requests.

Culture & Benefits Include

• Hybrid working (home 3 days, office 2 days).
• Competitive salary with annual performance bonus.
• Great office location on 367 Collins Street.
• Professional development plans and stretch opportunities.
• Monthly social events, team lunches and annual celebrations.
• Access to health & wellbeing programs.
• Employee recognition programs (peer awards, monthly and annual recognition).