Client Consultant
Core
Manage a portfolio of clients and act as a key point of contact for enquiries and requests in the Self-Managed Superannuation Funds (SMSF) industry.
Role type
Client Consultant (Administrative & Client Services)
Builds
Client service experience and administrative processes for SMSF advisers, accountants, and trustees
Domain
Financial Services / Superannuation
Deliverable
client delivery
Required skills
client communication, administrative coordination, record keeping, compliance support, billing process support, relationship building, organization, detail orientation, priority management
Responsibilities
Manage client portfolio, coordinate client needs, maintain accurate records, support administrative/compliance/billing processes, deliver consistent client experience
Seniority
Entry to Mid-level, hands-on IC
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