At a Glance
- Tasks: Be the first point of contact for clients, providing support on superannuation and investment products.
- Company: Join a dynamic team at a leading wealth platform with a strong client-first culture.
- Benefits: Enjoy hybrid working, competitive salary, bonuses, and health programs.
- Other info: Participate in fun social events and professional development opportunities.
- Why this job: Make a real difference in client experiences while growing your career in finance.
- Qualifications: Curiosity and teamwork skills are essential; experience in client support is a plus.
The predicted salary is between 57150 - 69850 $ per year.
- Client Experience Consultant, Super & SMA
- Full-time Permanent Associate
- Posted 25 Aug 2026
- 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).
- #J-18808-Ljbffr
Hybrid Client Experience Consultant in Melbourne employer: Praemium Limited
Praemium Limited is an exceptional employer that fosters a dynamic and collaborative work culture, perfect for those looking to thrive in the fast-paced world of SMA trading. With a strong emphasis on employee growth, you will have access to advanced training and development opportunities while enjoying the flexibility of hybrid work arrangements. Join us in our vibrant office, where your contributions are valued, and be part of a team that drives innovation in the financial services sector.
