SMSF Client Services ManagerNorth Sydney, NSWFull timeClient relationshipsWe are looking for an SMSF Client Services Manager to be the relationship people remember.
You would look after our financial adviser partners and trustee clients, coordinate their fund administration and make sure every interaction reflects the care SMSFcentral is known for.
This is a relationships-first role for a confident communicator who understands SMSF.About SMSFcentralSMSFcentral delivers specialist self-managed super fund tax, compliance and administration for financial advisers and self-directed trustees.
We are accountants, SMSF administrators and superannuation specialists, and we are not a bank or an institution.Our team is in-house, working from our North Sydney, Gold Coast and Orange offices and from home, we use cloud-based SMSF technology to give a real-time view of every fund, and we keep a considered client load so the work is done properly.We put relationships first, we stay across superannuation legislation as it changes, and we care about getting the detail right.
That is the standard you would be joining.What you will doBe the main point of contact for a group of financial adviser partners and trustee clientsCoordinate self-managed super fund administration between clients and the SMSF accounting team,



so nothing slipsAnswer client questions promptly and accurately, and know when to bring in a senior accountantOnboard new advisers and trustees and help transition fund books across smoothlyKeep clients informed with a real-time view of where their fund standsSpot opportunities to make the client experience better and act on themProtect the relationships-first standard that sets SMSFcentral apartWhat you will bringExperience in client services, relationship management or account management, ideally in SMSF, accounting, superannuation or financial servicesA genuine understanding of SMSF, or the drive to learn it quickly and wellWarm, clear and confident communication, in writing and on the phoneStrong organisation and the ability to coordinate across people and deadlinesCare about people and about getting the detail right for themA calm, qualified manner that advisers and trustees trustWhy this role is worth your timeRelationships are the role, not an afterthoughtAt SMSFcentral clients always speak to someone who knows them.
With a considered client load and an in-house team, you have the time to understand each fund and each person properly, which is exactly what makes the relationships work.
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📌 Smsf Client Services Manager (New South Wales)
🏢 SMSFcentral
📍 New South Wales