
Client Services Manager
1 week ago
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
-
Client Service Manager
4 days ago
Sydney, New South Wales, Australia Killara Services Full time $90,000 - $120,000 per yearWE STRIVE TO ACHIEVE THE HIGHEST STANDARDS ACROSS SAFETY, QUALITY AND ENVIRONMENTAs a member of the of the Killara Services team, you will have the opportunity to work with a supportive and friendly group of professionals who take pride in their work.We are a leading provider of facility services, committed to provider better experiences and better outcomes...
-
Client Service Manager
2 weeks ago
Sydney, Australia CGL - Retail Services Full time**Company Description** CGL - Retail Services** is the retail marketing division of the **Clemenger Group**. With our two market-leading brands, **Creative Activation** and **Clemenger Field Marketing**, we offer unparalleled Sales growth for our clients via merchandising, sales teams, brand promoters, store trainers, mystery shopping and...
-
Regional Client Services Manager
3 days ago
Greater Sydney Area, Australia Transaction Network Services (TNS) Full time $90,000 - $120,000 per yearAn extraordinarily talented group of individuals work together every day to drive TNS' success, from both professional and personal perspectives. Come join the excellenceOverviewRegional Client Services Managers enhance customer satisfaction by improving support and service quality for all TNS products. They collaborate with Business and Operations...
-
Client Services Specialist
3 weeks ago
Sydney, New South Wales, Australia UBS Financial Services Full timehttp://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide...
-
Client Services Specialist
4 weeks ago
Sydney, New South Wales, Australia UBS Financial Services Full timehttp://jobs.ubs.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25008&siteid=5012&PageType=JobDetails&jobid=324111Are you customer-centric focused with a great track record of resolving enquiries? Do you use innovative approaches to identify and address client needs?We're looking for an ETD & PB Client Middle Office (CMO) Specialist to:• Provide...
-
Client Service Manager
1 week ago
Sydney, Australia CGL - Retail Services Full time**Company Description** CGL - Retail Services** is the retail marketing division of the **Clemenger Group**. With our two market-leading brands, **Creative Activation** and **Clemenger Field Marketing**, we offer unparalleled Sales growth for our clients via merchandising, sales teams, brand promoters, store trainers, mystery shopping and...
-
Client Services Administrator
3 days ago
Sydney, New South Wales, Australia Fiducian Services Pty Ltd Full time $60,000 - $80,000 per yearAre you a detail-oriented and highly organised professional? Do you thrive in a fast-paced environment and possess exceptional communication skills? If so, we have an exciting opportunity for you to join our team as a Client Services Administrator (Platform Services).About the RoleIn this role, you will be responsible for efficiently processing and...
-
Client Services Administrator
4 days ago
Sydney CBD, New South Wales, Australia Fiducian Financial Services Full time $60,000 - $90,000 per yearAre you a detail-oriented and highly organised professional? Do you thrive in a fast-paced environment and possess exceptional communication skills? If so, we have an exciting opportunity for you to join our team as a Client Services Administrator. About the Role In this role, you will be responsible for efficiently processing and completing all...
-
Client Services Manager
2 weeks ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Wealth Management- PermanentOur client is a well established and growing financial services/registry business looking for a hands on Client Services Manager to join their team. The Client Services Manager will manage the delivery of the day to day administration of unit trusts/funds whilst developing and maintaining a strong business relationship...
-
Client Services Manager
2 weeks ago
Sydney, Australia Anton Murray Consulting Full timeSydney- Asset Management- PermanentOur client is a well established and growing financial services/registry business looking for a hands on Client Services Manager to join their team. The Client Services Manager will manage the delivery of the day to day administration of unlisted unit trusts/funds whilst developing and maintaining a strong business...