Wealth Platform Support Specialist - Investments

Praemium; Melbourne; Hybrid; AUD 90,000 - 120,000; Full time

Benefits offered by this job

Hybrid working

Competitive salary

Professional development

Novated leasing

Volunteer leave and parental leave

Paid study leave

Job summary

You’ll bring 2+ years in client-facing roles within financial services, strong investment and platform knowledge, and the ability to translate complex information into straightforward answers for advisers. A proactive, accurate, and composed approach is essential as you engage internal teams to resolve issues and enhance the client experience.

Qualifications

• At least 2 years’ experience in a client-facing role within an investment or wealth platform, financial advice business, managed accounts environment, superannuation or broader financial services organisation.

Responsibilities

• Act as a first point of contact for advisers and clients, responding to enquiries across phone, live chat and email, managing cases end-to-end and delivering timely and accurate outcomes.
• Investigate client queries, identify underlying issues and work with the appropriate internal teams where specialist support is required.

Skills

Client-facing experience

Investment knowledge

Clear communication

Job description

You’ll bring 2+ years in client-facing roles within financial services, strong investment and platform knowledge, and the ability to translate complex information into straightforward answers for advisers. A proactive, accurate, and composed approach is essential as you engage internal teams to resolve issues and enhance the client experience.