Investment Platform Support Analyst
$81,142–$84,821 year
HybridMelbourne, Victoria, Australia
Job Summary
Manage client support queries via phone, live chat, and email tickets while balancing SLAs for advisers and wealth managers using the Scope platform. Educate users on platform navigation and capabilities, then resolve issues regarding tax reporting, portfolio data feeds, external provider dependencies, and investment event timing. Explain reporting output discrepancies and support custom reporting requests alongside general account assistance. This role requires an RG146 or strong wealth management background with 2–5 years in platforms or advice support, offering a competitive salary, bonus, and flexible hybrid work at Praemium's Collins Street office.
Required Qualifications
- Holds an RG146 or has a strong wealth management background
- Understands investment concepts including trading activity, asset allocation, corporate actions and tax considerations
- Is tech-savvy: comfortable navigating complex financial systems
- Enjoys engaging with clients, troubleshooting and providing guidance on SaaS platform features and functionality
- Has 2–5 years in platforms, investments, super or advice support
- Only applicants with full, unrestricted work rights in Australia
- A police check will be required
Desired Qualifications
- Has previous Praemium platform experience (highly desirable)
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.