30 Aug
|
Rgit Australia
|
Victoria
30 Aug
Rgit Australia
Victoria
Job Description
Full-time Permanent Associate
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Posted 25 Aug 2026
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Description
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The Role
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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.
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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.
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Through a proactive and client-first approach, you'll deliver a positive client experience and support the ongoing improvement of our products and services.
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We are looking for someone who is naturally curious, solution/team focused, and wants to add to the great team culture we've built.
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Key Responsibilities
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- 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.
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- Relationship Management & Platform Support - Build trusted relationships with advisers and clients by setting explicit expectations, providing guidance on navigating and transacting on the platform, and delivering positive, solutions-focused outcomes.
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- 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.
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Culture & Benefits Include:
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- Hybrid working (home 3 days, office 2 days).
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- Competitive salary with annual performance bonus.
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- Great office location on 367 Collins Street.
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- Annual leave + option to purchase additional leave + paid volunteer leave.
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- Professional development plans and stretch opportunities.
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- Monthly social events, team lunches and annual celebrations.
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- Access to health & wellbeing programs, flu shots and EAP.
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- Access to novated leasing.
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- Employee recognition programs (peer awards, monthly and annual recognition).
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We have a diverse and inclusive workforce and welcome applications from all candidates with the relevant experience.
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Please Note: Only applicants with full, unrestricted work rights in Australia will be considered. A police check will be required for successful candidates.
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Who We Are
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Praemium is a leading provider of next generation wealth management solutions, empowering advisers to deliver exceptional outcomes for high-net-worth clients.
📌 Client Experience Consultant, SMA/Super (Victoria)
🏢 Rgit Australia
📍 Victoria