Client Services Consultant

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**
Established in Australia in 2001,
**Praemium** has grown to be a market-leading provider of investment platforms, investment management, portfolio administration and CRM solutions with offices in Australia, the UK, Jersey, Dubai, Armenia, Shenzhen and Hong Kong. The world's leading financial advisers, investment managers, institutions, accountants and product providers use Praemium to manage or administer over $140 billion worth of investment globally across more than 300,000 accounts.

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 provide for you to thrive in and out of work**:

- Excellent working conditions - work from home and onsite, with a flexible schedule
- Financial rewards for your contributions to our success including a bonus plan, and a shares plan
- Leave benefits to support you and your family, (both Mum and Dad) including paid parental leave and purchased leave
- Additional benefits including novated leasing and financial wellness courses
- A team that promotes and supports diversity and inclusion

**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