Senior Client Liaison Specialist

2 weeks ago

Adelaide, South Australia beBeeCustomer Full time $90,000 - $120,000
Client Service Manager Job

We are seeking a professional to provide exceptional customer service to clients. This role involves being the first point of contact for direct trustees, advisers, financial advisers, and accountants.

Key Responsibilities
  • Respond to queries about service & funds from members, advisers & the trustee in a timely manner.
  • Oversee end-to-end SMSF administration processes 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.
Required Skills and 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.
  • 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.
Benefits
  • 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

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