Client Experience Consultant, Super & SMA
Hybrid
Core
First point of contact for clients providing support for superannuation and managed investment products on the Praemium platform.
Role type
Client Experience Consultant
Builds
Client support for managed accounts and platform solutions
Domain
Superannuation and Managed Investment
Deliverable
client delivery
Required skills
Phone support, live chat, email support, issue resolution, client communication, product knowledge, collaboration
Responsibilities
Respond to client enquiries via phone, live chat and email; resolve issues in line with service level agreements; assist with platform access and navigation queries; handle investment account and transaction questions; process buy/sell orders and rebalances; provide status updates on platform requests.
