Client Service Manager

7 hours ago

Adelaide, South Australia SMSF Operations Pty Ltd Full time
Overview

Add expected salary to your profile for insights

As one of the largest players in the Self Managed Superannuation Fund (SMSF) administration market, SuperConcepts is an industry leader with over 40 years' experience providing award-winning SMSF and investment administration and technology solutions to thousands of trustees, investors and professionals.

The opportunity:

We are currently looking for Client Service Managers to join our team.

Our purpose is "Simplifying SMSF, so more Australians can control their super". As a Client Service Manager (CSM) you play an important role in delivering this purpose by providing exceptional customer service to our clients. You'll be the first point of contact for direct trustees, advisers, financial advisers and accountants. Additionally, you\'ll work closely with a range of internal and external stakeholders to ensure strong governance and compliance practices are maintained.

Responsibilities
  • Respond to queries about service & funds from members, advisers & the trustee in a timely manner.
  • Oversee the end-to-end SMSF administration process, including contributions, pensions, rollovers, tax, compliance, and wind-ups.
  • Effectively monitor the delivery of fund administration services in accordance with service agreements, quality standards and regulatory frameworks.
  • Respond accurately and appropriately to technical queries, seeking guidance from internal technical support teams & SMEs.
  • Handle escalated client issues or complaints, ensuring prompt and professional resolution.
  • Provide timely and accurate updates to clients.
  • Maintain accurate and timely records of all interactions with clients in the CRM.
  • Proactively manage contact with clients throughout the service lifecycle.
  • Follow up clients to obtain documents required to process their fund and lodge tax returns.
  • Liaise with external audit partners, the ATO, and other key stakeholders to achieve required outcomes.
  • Review relevant fees and fund documents prior to distribution to client.
  • Maintain high compliance standards that satisfy Australian legislative requirements.
  • Commit to 60% of your time in our CBD office.
Experience & Qualifications
  • Having previously worked in a client facing role you will have industry experience, ideally coupled with degree qualifications in Accounting or Finance.
  • 3–5 years of proven client services experience within Financial Services (Superannuation, Financial Advice, or Accounting sectors). This is an essential requirement.
  • Experience providing exemplary service to clients via multiple channels (written, over the phone, face to face).
  • Knowledge of the framework under which financial advisers operate.
  • An understanding of accounting compliance and governance requirements.
  • To be a great CSM you will enjoy helping clients & solving problems.
Values
  • Service: We serve with integrity, humility and transparency
  • Commitment: We do what is right and what we say we will do
  • Teamwork: We believe in the collective wisdom of the team
How to apply

If the above resonates with you and you are looking for a new challenge, then we would love to hear from you.

Please apply online only, not via email.


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