Client Consultant

Are you looking for your next office-based client service role without the Newcastle CBD commute traffic or parking costs

This is an opportunity to bring your administration and client service experience into financial services specifically Self-Managed Superannuation Funds (SMSFs) where you can build new knowledge in a growing industry.

We have a great opportunity for someone with office-based client experience to join our Maitland teamclose enough to Newcastle while offering the benefits of a more accessible location.

• Free street parking without expensive CBD parking or circling for a space.
• An accessible Maitland location with straightforward road connections from Newcastle and surrounding areas.
• Hybrid working options giving you the flexibility to work from home as part of your week after an initial training period.
• A better work-life balance without the CBD commute.

You bring experience communicating with customers over the phone via email portals and occasionally face to face. you enjoy the associated administrative work and you are a reliable point of contact for clients and colleagues.

You take pride in creating a positive client experience following through on requests and helping people feel supported.

You communicate clearly build positive working relationships and bring a calm professional approach to your work.

You are organised attentive to detail and comfortable managing competing priorities in a busy team environment.

You do not need prior industry knowledge. What matters most is your curiosity proactive attitude and genuine interest in learning more about our customers products and services as you build confidence in a growing industry.

As a Client Consultant you will manage a portfolio of clients and act as a key point of contact for enquiries and requests. You will coordinate client needs maintain accurate records and support day-to-day administrative compliance and billing processes.

Working closely with Accountants and the Client Services Manager you will help deliver a consistent high-quality client experience.

You will receive guidance from experienced colleagues and be supported to build your technical knowledge over time as the business continues to grow.

At Heffron we believe our people are our greatest asset. We offer:

• Life balancing initiatives including additional leave and flexible working arrangements.
• Ongoing learning and development opportunities.
• Career pathways within a growing specialist business.
• A supportive collaborative and values-driven culture where demonstrated values are rewarded.

Weve been providing Self Managed Super Fund (SMSF) services and products for advisers accountants and trustees for over 25 years. With deep technical know-how we leverage our expertise through our people processes and platforms.

We administer SMSFs provide documents and actuarial certificates and use our unique place in the market to educate our partners and clients so they can make better decisions about their financial future.

Our values are Courage Accountability Trust Authenticity Respect and Excellence. We live them and recognise when they are role modelled by others.

Apply via SEEK and include your CV and a short cover letter outlining why youre a great fit.

Questions Callor email for more information.

This position is available on a full-time basis and remuneration is based on skills and experience.

Candidates must reside in Australia and have permanent work rights.

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