Client Service Manager Financial Planning City Of Gold Coast, City of Gold Coast

IQ Capital Group is a well-established, reputable, and client-focused financial services firm specialising in Financial Planning, Accounting & Tax, Finance & Loan Structuring, and Asset Acquisition. We pride ourselves on delivering integrated strategies that help our clients reduce debt and grow long-term wealth.

We are seeking a Senior Client Service Manager to take ownership of our growing portfolio of Self-Managed Superannuation Fund (SMSF) clients and provide high-level administrative and implementation support to our SMSF Specialist Adviser. This is a key role within our business, offering the opportunity to contribute to strategy, compliance, and client outcomes.

Key Responsibilities Deliver end-to-end SMSF services, including establishment, administration, compliance, and audit coordination Manage implementation of superannuation, investment, and insurance strategies across multiple platforms Prepare and submit client documentation and applications, including transactions and account changes Collaborate with Advisers on advanced superannuation strategies Liaise with auditors and regulators regarding technical and compliance requirements Provide SMSF technical expertise across the business and to clients where required would be desirable Ensure all lodgement, compliance, and administrative obligations are met for assigned client portfolios Proactively contribute to process improvements, efficiencies, and team growth

About You Proven SMSF experience (highly regarded); SMSF Specialist qualifications highly regarded Solid technical knowledge of superannuation, compliance, and regulation A genuine passion for delivering value and improving client outcomes Excellent attention to detail and a methodical approach to work The ability to work both autonomously and within a team environment A proactive mindset with a drive to contribute to business growth and success A positive attitude and commitment to continuous learning

Why Join IQ Capital Group? Work with a 20-year established, award-winning firm Be part of a collaborative, forward-thinking team Chance to influence strategy and client outcomes Supportive setting focused on professional growth and development J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3pyd7b