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Client Services Consultant
2 weeks ago
Work for a market leader in the Fintect industry
- Many future development opportunities available
- annual bonus and share incentives
**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 Support team, servicing our Private Wealth clients. This role will offer you the opportunity to expand your knowledge of 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 private wealth clients, responding to a diverse range of queries across products, processes and services. Taking inbound calls and responding to client requests through Jira, you will resolve 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 client request through our ticketing system Jira
- 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 Investment 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 prior knowledge of investments
- Experience in triaging incoming requests and highlighting trends in customer queries
- Previous Jira or ticketing system experience favourable
- A strong and exacting verbal and written communication skill set
- 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 - 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**:
Note that Praemium is an equal opportunities employer.
