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Client Services Officer – Financial Planning

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.

Client Services Officer – SMSF Team

The CSO plays a pivotal role in providing administrative support to Advisers and clients, with a strong focus on the SMSF team. This includes acting as a liaison between Accounting and Financial Planning divisions to ensure client data and records are maintained for accurate advice and service to our clients.

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