Heffron is seeking a Client Consultant to manage a portfolio of SMSF clients and act as the first point of contact for enquiries.
You will coordinate service requests, maintain client and fund records, and support compliance, tax, reporting and billing activities.
The role also focuses on identifying opportunities for additional Heffron services and works closely with Accountants and the Client Services Manager to deliver high-quality service.
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📌 Smsf Client Consultant & Growth Advocate (New South Wales)
🏢 Heffron
📍 New South Wales
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