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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