Client Services Manager

7 months ago

Sydney, Australia Stake Full time

Client Services Manager

Stake is looking for a Client Service Manager to join our SMSF team at our Bondi Junction HQ, with a flexible hybrid working model (3 days in the office, 2 WFH).

We're an Australian investment platform with a mission to provide a seamless and immersive experience that breaks barriers for ambitious investors. We serve a global customer base of 500,000+ investors, with more than A$2 billion in assets under administration.

More than a digital brokerage, Stake is a brand that stands for progress. This is true for our customers as well as our team members. Our working environment is energetic, collaborative and supportive - everyone is encouraged to take ownership and challenged to deliver high-quality execution.

Our internal mantra is 'never settle' and we all share an ambition to grow this business. This is your opportunity to join a scaleup rocketing upward to become a robust financial services company.

**About this role**

This role of SMSF Client Service Manager involves providing comprehensive support and guidance to SMSF trustees. Additionally, the role will involve staying abreast of regulatory changes to support our customers in keeping their SMSF compliant. You will be the first point of contact for our SMSF customers in most instances, so the role is key to understanding our customer's pain points so we can pivot effectively to be the best in the market.

**The role will involve**:

- Supporting our customers with regular inquiries and updates on their SMSFs;
- Providing education and information related to their SMSF; and
- Working with other teams including Operations, Product and Marketing to ensure feedback from our customers is delivered.

**A bit about you**
- Technical skills - with a minimum of 3 years in the financial services or superannuation industry you will be able to understand the superannuation regulations and laws, as well as the responsibilities that are involved with managing an SMSF;
- Collaboration - experience working with the wider Stake Super Operations and Accounting teams to ensure our customers receive the best SMSF administration service;
- Strong communication skills - as the main point of contact for our customers, you'll have excellent communication skills and be able to present areas of improvement to relevant stakeholders which will help improve the CX experience; and
- Organisation skills - you will have exceptional attention to detail and organisational skills so our client's expectations can be exceeded.

**Benefits of working at Stake**

At Stake you'll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it.

But we also have perks. Not long ago, we proudly introduced new benefits under the Grow with Stake program. Please see the whole list on our Careers website, including:

- $2,500/year professional development allowance
- $1,000/year wellbeing allowance
- Up to 16 weeks of paid parental leave
- Childcare allowance of up to $18,000 in value over 24 months
- Extra paid leave during tough times
- Discretionary performance bonus and talent referral bonus
- Employee Share Options scheme

Stake is an equal opportunity employer that values diversity. We're proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age or disability status. We're also endorsed by WORK180 as a great employer for women.

**So what happens next?**

To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes.

Job ID 816127441

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