Client Services Officer

Heffron Consulting is seeking a Client Services Officer to join our dynamic team!

About The Role

As the first point of contact for all communication into Heffron, the Client Services Officer plays a key role in delivering exceptional ‘customer first’ client and business support.

By leveraging their knowledge of our range of products and services and broader company operations our Client Service Officers deliver exceptional client and administrative support - making them our customer champions.

From answering client queries on Heffron processes, Self Managed Superannuation Fund (SMSF) technical matters or fund progress updates, or providing information on new product and services, this role serves as the central triage point within a team of SMSF professionals.

The Client Services Officer will actively contribute to the development and/or roll-out of new products and services including, making client centric recommendations and testing. Additionally, the role is responsible for accurate data capture, maintenance, and storage across various internal systems—ensuring compliance standards are met and data integrity is maintained at all times.

About You

To be successful in this role you will have:

• Previous experience working in a client and/or administrative support role within a professional services environment
• Genuine enjoyment of and willingness to respond to clients in a timely manner. Whether by phone or other communication platforms.
• A demonstrated ability to learn quickly in a complex environment including across a number of digital platforms.
• Excellent communication skills with an understanding of how verbal, written and listening skills are used to empathise, influence or negotiate

What We Offer

• Supportive team culture with rewards and recognition program
• Health and wellbeing services
• Flexible work arrangements
• Structured on-the-job training with promotion pathways
• Access to independent learning via our learning management system

About Us

We have been providing SMSF services and products within our community of Advisers, Accountants and Trustees for over twenty-five years. A founder business with deep technical know-how, we leverage our expertise through our people, processes and platforms. We not only administer SMSFs, provide documents and actuarial certificates, we use our unique place in the market to educate our partners and clients allowing them to 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.

How To Apply

Don't miss out, apply using the links and include your CV and cover letter outlining how your skills and experience meet the position requirements. If you have any questions, contact us on 1300 172 247 for a confidential discussion. Previous applicants should not reapply

Full training will be provided.

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.