At a Glance
- Tasks: Manage SMSF client portfolios and coordinate service requests.
- Company: Heffron, a leader in SMSF services with a supportive team.
- Benefits: Competitive salary, flexible hours, and opportunities for growth.
- Other info: Join a dynamic team focused on delivering exceptional service.
- Why this job: Be the go-to person for clients and help them thrive financially.
- Qualifications: Strong communication skills and a passion for client service.
The predicted salary is between 50715 - 61985 $ per year.
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.
SMSF Client Consultant & Growth Advocate in Maitland employer: Heffron
Heffron is an exceptional employer that fosters a collaborative and innovative work culture, providing SMSF professionals with the opportunity to engage in deep technical work while supporting advisers and clients. With hybrid work options available in Brisbane and Maitland, employees benefit from a flexible environment that promotes work-life balance, alongside ample opportunities for professional growth and development within a specialist SMSF setting.
