Client Services Consultant - Melbourne, Australia - Praemium

Praemium

Verified Company

Melbourne, Australia

4 weeks ago

Posted by:

Olivia Brown

beBee Recruiter

Description

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 selfstarting and problemsolving 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 inperson 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.