Client Experience Consultant, Super & SMA
Full time Permanent Associate
Posted 25 Aug ****
Description
The Role
This role is the first point of contact for our clients, providing timely and accurate support across our 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.
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
As the first point of contact for our clients, you will provide support for our managed accounts and platform solutions, assisting with a range of queries, for example:
How does the advice-based super product work and who can access it?




How is a new super account/application initiated through the adviser network?
Platform access and navigation queries.
Cash account balances and investment transactions.
Buy/sell orders, rebalances and investment instructions.
Fees or transactions appearing on the platform.
Status of platform-related requests.
Culture & Benefits Include
Hybrid working (home 3 days, office 2 days).
Competitive salary with annual performance bonus.
Great office location on 367 Collins Street.
Professional development plans and stretch opportunities.
Monthly social events, team lunches and annual celebrations.
Access to health & wellbeing programs.
Employee recognition programs (peer awards, monthly and annual recognition).
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📌 Hybrid Client Experience Consultant – Wealth Platform (Melbourne)
🏢 Praemium
📍 Melbourne