Zero Markets Group in Sydney is seeking a dedicated SMSF onboarding specialist. You will handle inbound inquiries, book appointments, and walk clients through the establishment process—from required steps to funding—and stay with them as the fund goes live.
You’ll be the trusted guide, explaining rollovers, keeping momentum, and serving as the primary contact in the first year and thereafter. This role emphasizes client clarity and a warm, proactive approach.
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📌 SMSF Onboarding Specialist - Lead Fund Setups & Launch (Sydney)
🏢 Zero Markets Group
📍 Sydney
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