Add expected salary to your profile for insightsAs one of the largest players in the Self Managed Superannuation Fund (SMSF) administration market, SuperConcepts is an industry leader with over 30 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 a new Client Services Manager 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, and accountants, as well as working closely with a range of internal and external stakeholders to ensure strong governance and compliance practices are maintained.Broadly speaking your responsibilities include:Administer a range of superannuation events including fund establishment, benefit payments, pension, contributions, and fund wind-ups.Effectively monitor the delivery of fund administration services in accordance with service agreements, quality standards, and regulatory frameworks.Respond to queries about service & funds from members, advisers & the direct trustee in a timely manner.Follow up on requests for documentation, information, and outstanding tasks.Maintain accurate and timely records of all interactions with clients in our CRM.Proactively manage contact with clients throughout the service lifecycle, providing timely and accurate updates.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.Respond accurately and appropriately to technical queries, seeking guidance from internal technical support teams & SMEs.Review relevant fund documents prior to distribution to the client.We offer hybrid working with 3 days in our CBD offices and 2 days WFH – our focus is on quality client outcomes.Your experience and background:Having previously worked in a client-facing role, you will have industry experience, ideally coupled with degree qualifications in Accounting or Finance.Here are the types of experience we are looking for:Proven client services experience (3–5 years) 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.At the end of the day, to be a great CSM you will enjoy helping clients & solving problems.Our values are at the centre of all that we do, so alignment to the following is critical: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.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.Your application will include the following questions:Do you have customer service experience?How many years' experience do you have as a client services manager?Which of the following statements best describes your right to work in Australia?What's your expected annual base salary?How much notice are you required to give your current employer?Do you have a current Police Check (National Police Certificate) for employment?How many years' experience do you have in the financial services industry?
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