Due to an internal promotion, we have an opportunity available on our Client Experience team. You will be the first point of contact for financial advisers and wealth managers using our Spectrum platform. In the role, you'll handle a diverse range of queries balancing phone calls, live chats and email tickets within agreed SLAs.
Support involves:
Assisting with portfolio administration - resolving portfolio visibility issues, user maintenance, and opening/closing portfolios
Guiding clients through withdrawals, contributions/deposits, transferring assets in (CBO/NCBO), and nominating bank accounts
Supporting trade placement and settlement progress tracking, including more complex cases such as external broker trades where Praemium doesn't hold power of attorney
Guiding clients through the steps involved in purchasing wholesale products
Generating client reports/statements and assisting clients with how to do so
Investigating reporting variances e.g. differences between adviser-calculated returns and platform-calculated returns (Time Weighted Return vs Return on Average Value), incorrect pricing, or dividends not received within the report period
Split your time between home and the office in a way that works for you (home 3 days, office minimum 2 days). Until you are up and running in the role, you are expected to be in the office more days to receive training




Competitive salary and annual bonus opportunity
Permanent role
Comprehensive leave benefits including paid parental leave, purchased leave, volunteer leave and study leave
Career development opportunities, stretch opportunities and annual development plans
Access to self-paced online training courses covering a range of professional and development topics
Great office location on 367 Collins Street
Monthly social events, team lunches and annual celebrations
Access to health & wellbeing programs, flu shots and EAP
Employee recognition programs (peer awards, monthly and annual recognition)
Bookclub, footie tipping, and lots of ways to engage with the wider team
Ideal for Someone Who
Holds an RG146 or has a strong wealth management background
Understands investment concepts including trading activity, asset allocation, corporate actions and tax considerations
Is tech-savvy: comfortable navigating complex financial systems
Enjoys engaging with clients, troubleshooting and providing guidance
Has a minimum of 2 years' experience in platforms, investments, super or in a financial advice practice
Has previous Praemium platform experience (highly desirable) and is interested in this side of financial services
Experience with Dividend Reinvestment Plans, datafeeds, and performance/tax reporting is valued
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📌 Client Support (Investment Portfolio Platform) (Melbourne)
🏢 Praemium
📍 Melbourne