Wealth Platform Support Analyst — Client Experience

Everi Pty; City of Melbourne; On-site; AUD 85,000 - 110,000; Full time

Benefits offered by this job

Annual bonus

Parental leave (paid)

Purchased leave

Volunteer leave

Study leave

Novated leasing

Professional development programs

Self-paced online training

Job summary

Praemium is seeking an Investment Platform Support Analyst to join the Client Experience team in Melbourne. You will be the first point of contact for advisers and wealth managers using our Scope & Spectrum platform offerings, handling calls, live chats and emails within SLAs.

Typical responsibilities include guiding clients on features like tax reporting, CGT modelling and income projections, while investigating portfolio data and data feeds to resolve queries.

Qualifications

• RG146 certification or strong wealth management background.
• Understanding investment concepts including trading activity, asset allocation, corporate actions and tax considerations.
• Tech-savvy and comfortable navigating complex financial systems.
• Enjoys engaging with clients and guiding on platform features and functionality.
• Minimum 2 years' experience in platforms, investments, super or financial advice.
• Praemium platform experience highly desirable.

Responsibilities

• Provide navigation and feature-support for Scope & Spectrum platform.
• Handle calls, live chats and emails within SLAs.
• Investigate portfolio data, data feeds and provider dependencies to resolve queries.
• Respond to client queries related to managed accounts and investments.

Skills

RG146

Client engagement

Troubleshooting

SaaS platforms

Financial systems

Tools

Praemium platform

Portfolio data analysis

Job description

Praemium is seeking an Investment Platform Support Analyst to join the Client Experience team in Melbourne. You will be the first point of contact for advisers and wealth managers using our Scope & Spectrum platform offerings, handling calls, live chats and emails within SLAs.

Typical responsibilities include guiding clients on features like tax reporting, CGT modelling and income projections, while investigating portfolio data and data feeds to resolve queries.