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.
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:
Praemium is the leading investment platform in Australia, catering to the emerging and established HNW market. Some of the world's leading private wealth managers, institutions and intermediaries choose Praemium technology to power their client portfolios, including 40% of the Barrons Top 100 Advisers 2023.
Praemium offers access to a comprehensive suite of investment solutions covering custody and non-custody investments on a single platform. Our platform offers a range of cutting-edge tools and services that streamline the advice process, deliver efficiencies for advice practices and enhances the client experience.
For over 22 years, Praemium has remained committed to its goal of providing the best technology and product solutions to enable advisers to deliver great outcomes.
