Praemium

Client Services Consultant - SMA & Superannuation

Praemium  •  Melbourne, AU (Hybrid)  •  6 days ago
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Job Description

About Us

Praemium is a trusted partner to leading wealth management firms, delivering a next-generation platform that brings all aspects of an investor’s wealth together in one place.

Our technology is 100% developed in-house, giving advisers access to innovative, continually evolving capability across reporting, custody, trading, asset management and data integration.

We support advisers with both custodial and non-custodial solutions across Spectrum, Scope, and Scope+, enabling holistic and highly scalable wealth management.

The Role

The Support Consultant – SMA & Superannuation is the first point of contact for clients, providing timely and accurate support across superannuation and managed investment products on the Praemium platform. The role is responsible for responding to client enquiries via phone, live chat and email, resolving issues in line with service level agreements and collaborating with internal teams to deliver positive client outcomes. Through a proactive and client-focused approach, the Support Consultant contributes to an enhanced client experience and supports the ongoing improvement of our products and services.

Key Responsibilities

Client Support & Case Resolution

  • Act as the first point of contact for clients and advisers, responding to inbound calls and emails in line with SLAs, managing enquiries end-to-end and ensuring timely, accurate resolution.

Relationship Management & Platform Support

  • Build trusted relationships with advisers and clients by setting clear expectations, providing guidance on navigating and transacting on the platform, and delivering positive, solutions-focused outcomes.

Collaboration & Continuous Improvement

  • Work closely with internal teams to resolve issues, share knowledge across the support function, and contribute to process improvement initiatives that enhance service delivery and customer experience.

Culture & Benefits Include

  • Hybrid working (home 3 days, office 2 days)
  • Competitive salary with annual bonus
  • Great office location on 367 Collins Street
  • Annual leave + option to purchase additional leave + paid volunteer leave
  • Professional development, stretch opportunities and annual development plans
  • Monthly social events, team lunches and annual celebrations
  • Access to health & wellbeing programs, flu shots and EAP
  • Access to novated leasing
  • Employee recognition programs (peer awards, monthly and annual recognition)

How to Apply

Please apply with your CV, outlining how your experience aligns with the role and why you’re interested in joining Praemium.

We are committed to building a diverse and inclusive workforce and welcome applications from all qualified candidates.

Applicants must have full, unrestricted Australian working rights (PR & Citizenship. Police checks apply to successful candidates.

Praemium

About Praemium

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.

Industry
Finance & Insurance
Company Size
201-500 employees
Headquarters
Melbourne, AU
Year Founded
2001
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