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 chance





Permanent role

Comprehensive leave benefits including paid parental leave, purchased leave, volunteer leave and study leave

Professional 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) (Port Phillip City)
🏢 Praemium
📍 Port Phillip City