At a Glance
- Tasks: Guide clients through SMSF setups and ensure a smooth onboarding experience.
- Company: Join Zero Markets Group, a dynamic team in Sydney.
- Benefits: Enjoy competitive pay, supportive culture, and career growth opportunities.
- Other info: Work in a vibrant environment with a focus on client satisfaction.
- Why this job: Be the trusted guide for clients and make a real difference in their financial journey.
- Qualifications: Strong communication skills and a passion for helping others.
The predicted salary is between 72000 - 88000 $ per year.
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 in Sydney employer: Zero Markets Group
As an SMSF Onboarding Specialist, you'll join a dynamic and innovative team at a licensed investing platform that values your expertise in superannuation. With a focus on collaboration and growth, you'll have the opportunity to shape processes from the ground up while enjoying a supportive work culture that prioritises employee development and well-being. Located in a vibrant area, this role offers meaningful engagement with clients, ensuring you make a real impact in their financial journey.
