Client Service Manager A National Leader in SMSF Technology & Services Our client is an award-winning, technology-driven enterprise with over 30 years' experience, recognised as a leading innovator in the Self-Managed Super Fund (SMSF) sector. They operate with a national footprint, offering end-to-end solutions to thousands of trustees and the financial professionals who support them. They live by values of Service, Commitment, and Teamwork. This is a large-scale, enterprise organisation committed to digital transformation and maintaining a profitable, future-focused business. The Opportunity: The Client Service Manager role is pivotal, providing high-quality service to Self Managed Super Funds administration clients and acting as the first point of contact. You will join a supportive Customer Service team in Adelaide reporting to a supportive Team Leader. You will be responsible for proactively managing the client service lifecycle from start to finish, working closely with various internal teams, including Fund Administrators, Quality Consultants, and Technical Support, to ensure seamless service delivery. Key Responsibilities Include: Responding to client queries via phone and email in a timely manner. Proactively managing contact with clients throughout the service lifecycle, including following up to obtain documents required to process funds and lodge tax returns. Effectively monitoring the delivery of Fund Administration services against agreed service and quality standards. Liaising with external audit partners, the ATO, and other relevant external stakeholders. Accurately and appropriately responding to client technical queries, seeking guidance from internal support teams. Maintaining a positive working relationship with Fund Administration team members. Who We Are Looking For We are seeking a highly professional and proactive individual who sets clear expectations and excels at problem-solving and collaboration. You must be highly responsive to clients and internal stakeholders. This role requires someone who can seamlessly manage client relationships and coordinate technical service delivery. Essential Skills & Experience: Previous client services experience within Financial Services (ideally Superannuation, Financial Advice, or Accounting sectors). Experience providing service to clients across multiple channels (written, phone, etc.). A foundational understanding of SMSF software or related technology is required to hit the ground running. Experience working with SMSF clients (direct trustees, financial advisers, or accountants) is preferred. What's On Offer Join a company that supports its people and invests in the future. You will be part of a culture that has evolved to be far more balanced and forward-looking, with a strong focus on wellbeing and employee engagement. Key Career Benefits: Hybrid Flexibility: Enjoy a balanced work week with two days working from home (Monday and Friday). Structured Development: Access a defined career path with structured training programs, including 30 education modules, to maintain your SMSF compliance knowledge. Work-Life Integration: Benefit from the company closing for a two-week Christmas shutdown. National Exposure: Work within a large, successful organisation with a strong technology core and multiple offices across Australia. Genuine Progression: Opportunities for internal promotion and development are clearly structured within the Client Advisor pathway. If you are committed to service excellence and ready to use your SMSF knowledge to make a tangible impact, apply today.
