Job Description

Are you a customer-focused professional who enjoys solving problems, learning new systems and being the go-to person for support?

At Heffron, our Client Services Consultants are the first point of contact for clients and internal stakeholders across the business. This is a varied and fast-paced role where no two days are the same. You’ll play an important part in delivering a great client experience, supporting internal teams, and helping clients understand the products and services we offer.

About the role

Reporting to the Client Services Manager, the Client Services Consultant is responsible for providing exceptional customer-first support across Heffron. Acting as a key triage point for inbound enquiries,
you’ll respond to a broad range of client queries, provide information on our services, and identify opportunities to connect clients with additional products and support.

This role is ideal for someone who enjoys building knowledge, working across a range of systems and processes, and becoming a trusted source of support in a complex and evolving business environment.

You’ll also contribute to continuous improvement, new product and service initiatives, and broader business change activities.

Key responsibilities

In this role, you will:

• Manage company-wide triage and inbound queries across phone, virtual, written and
  internal system-based communication channels.
• Make outbound calls to follow up with prospective and existing clients regarding product and service opportunities.
• Capture, and store data accurately across internal systems, ensuring data integrity and compliance.
• Support cross-functional teams, including contributing to training support for future accountants through the graduate program.
• Contribute to the development and rollout of new products and services, including client-centric recommendations and testing.
• Apply your growing knowledge of SMSF, client needs and business operations to support internal teams in delivering quality service outcomes.

About you

To be successful in this role, you will bring:

• Previous experience in a customer service and/or administrative support role, ideally within a professional services environment.
• A genuine commitment to providing timely, high-quality support to clients across a variety of channels.
• Strong learning agility and the ability to thrive in a complex environment with multiple systems, specialised processes and compliance requirements.
• Excellent organisation and prioritisation skills, with the ability to focus on high-value work.
• A high level of attention to detail and the ability to work autonomously through routine and administrative tasks.
• Strong verbal, written and listening skills, with the confidence to empathise, influence and communicate effectively with a range of stakeholders.

What will help you succeed

At Heffron, we’re a flexible, values-driven business where motivated, resilient and adaptable people do well. In this role, success will come from having:

• A continuous improvement mindset
• Commercial acumen
• Creative and critical thinking

What we offer

• Supportive team culture with a rewards and recognition program
• Health and wellbeing services
• Structured on-the-job training with clear pathways for progression
• Access to self-directed learning via our learning management system

About Heffron

We’ve been providing 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 now

If you’re looking for a role where you can build your knowledge, make an impact and be part of a supportive, values-led team, we’d love to hear from you.

Apply via SEEK and include your CV and a short cover letter outlining why you’re a great fit. Questions? Call 1300 172 247 for a confidential discussion.

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.