Client Services Officer – Financial Planning
Location:
Sale Office
Type:
Full-time
About you
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
The Role
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 Will Do
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
About DMG Partners
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.