Client Services Consultant

3 weeks ago

Melbourne, Australia Praemium Full time

Work for a global award winning Innovator in the fintech space
- Flexible working conditions - work from home and our CBD Office
- Excellent benefits including bonus and share plans, paid parental leave + more

**About Praemium**
The world's leading financial advisers, investment managers, institutions, accountants and product providers use Praemium to manage or administer over $250 billion worth of assets globally across more than 500,000 accounts. Our high-performing teams are committed to providing the best experiences for Praemium’s clients. Our culture is inclusive and collaborative, our leadership is authentic and enables all to take ownership of their career and be an integral part of our success.

We are currently looking for an experienced
**Client Support Consultant **to join our SMA support team. This role will offer you the opportunity to expand your knowledge of retail superannuation and/or investments with your passion for client service, whilst building strong relationships with internal and external stakeholders. With a flair for technology and a natural aptitude to take ownership of resolving queries, you will be the first point of contact to our customers, responding to a diverse range of queries across products, processes and services. Taking inbound calls, resolving issues collaboratively with our internal Operations, Distribution and Technology teams, you will also contribute to the enhancement of our products and services as an advocate of our brand and value proposition.

This role has been the pathway to many other specialised opportunities at Praemium within investments and technology for our existing staff and is a great starting point for a long career within us

**Core activities will include**:

- Ensure all client calls and requests are answered and case managed with care and in a timely manner
- Monitor a shared support mailbox
- Build relationships and set expectations with our advisers and clients
- Support our advisers with navigating and transacting on our platform
- Liaising closely with your teammates in SMA Admin & Support and internal stakeholders daily
- Problem solve and process review to continuously improve and innovate what we do

**Experience, qualifications and attributes sought after**:

- Proven client relationship management skills
- A passion for providing exceptional customer service within the financial services industry
- Strong retail superannuation and/or investments knowledge
- Experience in triaging incoming requests and highlighting trends in customer queries
- A strong and exacting verbal and written communication skill set
- The ability to display confidence and composure under pressure when working through customer issues
- Experience working to SLA’s
- Possess a self-starting and problem-solving mindset
- Excellent organisational and time management skills
- Be adaptable and comfortable working in an agile environment
- A tertiary qualification and/or being RG146 compliant is desirable

**What we offer**
- Excellent working conditions - you can work from home and onsite, with a flexible schedule
- Tools to engage, collaborate and innovate with global teams
- Ongoing virtual and in-person learning and development and ideation opportunities
- Benefits to support you and your family (paid parental leave and purchased leave)
- A team that promotes and supports diversity and inclusiveness to be your whole self to work
- Financial rewards for your contributions to our success including a bonus plan, and a shares plan

Our high-performing teams are committed to providing the best experiences for Praemium’s clients. Our culture is inclusive and collaborative, our leadership authentic and enables all to take ownership of their career and be an integral part of our success.

**How to apply**:
Please highlight clearly in your CV and cover letter how the following correlate with the role requirements:

- Your previous experience (related to the key accountabilities of this role)
- Your skills qualifications and background

We are committed to ensuring a diverse workforce at Praemium. We provide equal employment opportunities to all qualified persons without regard to race, gender, colour, disability, national origin, age, religion, union affiliation, sexual orientation, veteran status, citizenship, gender identity and/or expression, or other status protected by law

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