SMSF & Superannuation

SMSF Client Services Manager

SMSF Central North Sydney, NSW Full time

Original listing at SMSF Central →

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North Sydney, NSWFull timeClient relationships

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We are looking for an SMSF Client Services Manager to be the relationship people remember. You would look after our financial adviser partners and trustee clients, coordinate their fund administration and make sure every interaction reflects the care SMSFcentral is known for. This is a relationships-first role for a confident communicator who understands SMSF.

About SMSFcentral

SMSFcentral delivers specialist self-managed super fund tax, compliance and administration for financial advisers and self-directed trustees. We are accountants, SMSF administrators and superannuation specialists, and we are not a bank or an institution. Our team is in-house and on-shore in North Sydney, we use cloud-based SMSF technology to give a real-time view of every fund, and we keep a considered client load so the work is done properly.

We put relationships first, we stay across superannuation legislation as it changes, and we care about getting the detail right. That is the standard you would be joining.

What you will do

Be the main point of contact for a group of financial adviser partners and trustee clients
Coordinate self-managed super fund administration between clients and the SMSF accounting team, so nothing slips
Answer client questions promptly and accurately, and know when to bring in a senior accountant
Onboard new advisers and trustees and help transition fund books across smoothly
Keep clients informed with a real-time view of where their fund stands
Spot opportunities to make the client experience better and act on them
Protect the relationships-first standard that sets SMSFcentral apart

What you will bring

Experience in client services, relationship management or account management, ideally in SMSF, accounting, superannuation or financial services
A genuine understanding of SMSF, or the drive to learn it quickly and well
Warm, clear and confident communication, in writing and on the phone
Strong organisation and the ability to coordinate across people and deadlines
Care about people and about getting the detail right for them
A calm, professional manner that advisers and trustees trust

Why this role is worth your time

Relationships are the role, not an afterthought

At SMSFcentral clients always speak to someone who knows them. With a considered client load and an in-house, on-shore team, you have the time to understand each fund and each person properly, which is exactly what makes the relationships work.

Apply for the SMSF Client Services Manager role

Attach your CV and a short note. We read every application.

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