The Role

This role is the first point of contact for our clients, providing timely and accurate support across 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 and support the ongoing improvement of our products and services.

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

- Client Support & Case Resolution - Act as the first point of contact for clients and advisers, managing enquiries end-to-end and ensuring timely, accurate resolution. Typical queries may relate to strategy changes, money movements, trading, investments, contributions, withdrawals, asset allocations and pension payments.

- 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 the client experience.

Culture & Benefits Include:

- Hybrid working (home 3 days, office 2 days).
- Competitive salary with annual performance bonus.
- Great office location on 367 Collins Street.
- Career development progression pathways.
- Annual leave + option to purchase additional leave + paid volunteer leave.
- Career development plans and stretch opportunities.
- 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 detailing how your experience aligns with the role. We have a diverse and inclusive workforce and welcome applications from all candidates with the relevant experience.

Please Note: Only applicants with full, unrestricted work rights in Australia will be considered. A police check will be required for successful candidates.

Who We Are

Praemium is a leading provider of next generation wealth management solutions, empowering advisers to deliver exceptional outcomes for high-net-worth clients.

Company Overview

Please visit https://www.praemium.com/ for more information

📌 Client Experience Consultant, SMA/Super (Melbourne)
🏢 Praemium
📍 Melbourne