Client Services Officer – SMSF Team
Location:
Sale Office
Type:
Part-time
About you
At least 2 years of experience in a client-facing role, preferably in an administrative or customer service capacity
Excellent communication and interpersonal skills, with the ability to build strong relationships with clients
Strong organisational skills and attention to detail
Proficiency in Microsoft Office suite (Word, Excel, Outlook)
Ability to work independently and as part of a team
Positive, customer-focused attitude
The Role
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.
What You Will Do
Respond to client inquiries and requests in a timely and professional manner
Provide administrative support, including data entry, filing, and document preparation
Assist with the coordination of client meetings
Manage client records and databases to ensure accuracy and organisation
Support the broader team with additional tasks as required
About DMG Partners
DMG Partners is a leading professional services firm, providing a range of accounting, financial planning and support services to clients across various industries. With a strong focus on client satisfaction and innovative solutions, we are dedicated to helping our clients achieve their goals. Join our team and be a part of our continued success.
What We Offer:
At DMG Partners, we are committed to providing our employees with a supportive and rewarding work environment. In addition to a competitive salary, we offer:
Opportunities for professional development and career advancement
A collaborative and inclusive team culture
Flexible work arrangements to support work-life balance