Client Consultant

As a Client Consultant, you will be responsible for a portfolio of Self-Managed Super Fund (SMSF) clients. You will act as the first point of contact for clients, handling enquiries, coordinating requests, maintaining accurate client and fund records, and ensuring administrative, compliance, and billing processes are completed efficiently. The role also supports business growth by identifying opportunities to introduce clients to additional services and works closely with Accountants and the Client Services Manager to deliver a consistent, high-quality client experience.

Key responsibilities include:

• Managing client enquiries and providing timely updates and support.
• Coordinating service requests and supporting the efficient delivery of SMSF administration services.
• Maintaining accurate client and fund records across internal systems.
• Supporting compliance, tax, reporting and billing activities.
• Identifying opportunities for clients to benefit from additional Heffron services.
• Working closely with Accountants and the Client Services Manager to achieve positive client outcomes.

About You

You enjoy building relationships, providing outstanding service and staying organised in a fast-paced environment.

To be successful, you’ll bring:

• Experience in customer service, administration or client support, ideally within a professional services environment.
• Strong communication and relationship-building skills.
• Excellent attention to detail and organisational capability.
• The ability to prioritise competing tasks and work across multiple systems.
• A proactive mindset with a focus on continuous improvement.

What We Offer

At Heffron, we believe our people are our greatest asset, we offer:

• Additional leave benefits and flexible working arrangements.
• Ongoing learning and development opportunities.
• Career pathways within a growing specialist business.
• A supportive, collaborative and values-driven culture.
• The opportunity to make a genuine impact on both client and business outcomes.

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.

 Apply now

If you’re looking for a role where you can build strong client relationships, develop specialist expertise and be part of a high-performing team, we’d love to hear from you.

This role may be available as a hybrid working arrangement from either of our offices in Maitland NSW or Brisbane CBD, following an initial period of training.

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.

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