Client Services Officer - Self-Managed Super Fund Team DMG Partners are seeking a Client Services Officer to join their Self-Managed Super Fund team on a part-time basis.
As a Client Services Officer, you will be responsible for providing comprehensive administrative support to our Self-Managed Super Fund clients, ensuring their needs are met with efficiency and professionalism.
What you'll be doing
Assisting clients with all general enquiries related to their Self-Managed Super Fund accounts Coordinating the preparation and lodgement of client records, forms and documentation Maintaining accurate and detailed client files and databases Liaising with internal teams and external stakeholders to resolve client queries and issues Providing exceptional customer service and building strong relationships with clients Supporting the broader Self-Managed Super Fund team with ad-hoc administrative tasks What we're looking for
Proven experience in a customer service or administrative support role, ideally within the financial services industry Strong attention to detail and excellent organisational skills Proficient in using Microsoft Office suite, client relationship management systems and financial software Excellent communication and interpersonal skills, with the ability to liaise effectively with clients and colleagues A commitment to providing exceptional customer service and a genuine interest in helping clients Knowledge of Self-Managed Super Fund regulations and processes is highly desirable What we offer
Flexible work arrangements, including the option to work a hybrid arrangement Ongoing training and development opportunities to support your career growth A collaborative and supportive team environment About us
DMG Partners is a leading financial services provider, committed to delivering innovative solutions to our clients.
With a strong focus on client satisfaction, we pride ourselves on our team of dedicated professionals who are passionate about helping our clients achieve their financial goals.
Join us and be a part of our continued success.
Apply now to become our next Client Services Officer - Self-Managed Super Fund Team.
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