Client Service Manager Financial Planning City Of Gold Coast, City of Gold Coast
Client Service Manager Financial Planning City Of Gold Coast, City of Gold Coast
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City of Gold Coast, Australia -
Posted: less than a week ago
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Description
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 prospect 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
Strong 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 setting
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 team-oriented, forward-thinking team
Opportunity to influence strategy and client outcomes
Supportive environment focused on professional growth and development
J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3r5200
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 prospect 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
Strong 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 setting
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 team-oriented, forward-thinking team
Opportunity to influence strategy and client outcomes
Supportive environment focused on professional growth and development
J-18808-Ljbffr Apply on Kit Job: kitjobau.com/job/3r5200
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Job positionClient Service Manager Financial Planning City Of Gold Coast
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