SMSF Client Success Manager — Hybrid

A leading investing platform in Sydney is looking for a Client Services Manager to enhance client satisfaction and support over SMSF portfolios. You will manage client relationships, ensuring exceptional service and compliance. Ideal candidates are self-driven, with a strong administrative background and a passion for customer service. The role offers a...

A leading investing platform in Australia is seeking an SMSF Quality & Assurance Specialist to join their Customer Success and Operations team. The role involves conducting quality assurance reviews, developing frameworks for compliance, and providing technical support within a hybrid working model. The ideal candidate will have at least 5 years of...

Ready to Supervise the SMSF team? We are looking for a Senior Accountant who would like a career step up to Assistant Manager - SMSF. About the Role We are seeking an experienced and dedicated Assistant Manager to join our Self-Managed Superannuation Fund (SMSF) team within a Top 50 AFR Ranking Accounting Firm. The role can either be based out of the...

A leading fintech company is seeking an SMSF Quality & Assurance Specialist to ensure the accuracy and compliance of SMSF accounts. You will conduct quality reviews, develop frameworks, and provide technical expertise, contributing to maintaining the integrity of financial services. The ideal candidate will have a strong SMSF background and excellent...

Stake is looking for an SMSF Quality & Assurance Specialist to join our Customer Success and Operations team here within a flexible hybrid working model! We’re an Australian investing platform that helps ambitious people confidently grow their wealth. By offering seamless, immersive access to the share markets, we’ve empowered a new wave of investors....

A leading tech platform for culture in Sydney is seeking a Client Success Technical Manager. In this hybrid role, you will be responsible for managing client accounts and ensuring they receive maximum value from the platform. Ideal candidates have experience in customer support, are confident in troubleshooting technical issues, and are fluent in English....

$110k - $130k Package + Study Support/Ongoing Fees - Sydney CBD - 2 days WFH on offer if required - Down to earth, friendly & engaging team This well established and highly respected Top 30 CA firm is looking for a SMSF Manager to join their progressive and forward thinking firm. They offer an excellent working environment that includes genuine work/life...

**SMSF Self-Managed Super Fund Supervisor / Senior Accountant ** **(JOB ID - 243)** - Gold Coast, Queensland - Not all accounting firms are the same - Boutique Firm - Awesome Culture - Hybrid Role - $100 - $140K neg Our client is a well-established award-winning accounting firm with a fun and quirky culture. They are based on the Gold Coast in an easily...

A leading wealth industry provider in Sydney is seeking a proactive Customer Service Consultant. You will support established clients using the Class suite, troubleshoot technical issues, and maintain exceptional customer relationships. Ideal candidates are equipped with a degree in accounting and experience with SMSF practices, offering a chance to make...

About the role: The Client Success team follows a Client for Life Philosophy, and individuals in this role ensure that every Gartner client receives value far exceeding their investment. Associates seek to understand and surface client’s business priorities, breakdown challenges, and identify the most effective ways to support the client in making the...