Customer Services Coordinator - Maitland, Australia - Heffron Pty Ltd

Heffron Pty Ltd
Heffron Pty Ltd
Verified Company
Maitland, Australia

6 days ago

Olivia Brown

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Olivia Brown

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Description

Heffron has won the SMSF Administrator Award for the last 4 years in a row, but that hasn't stopped us from reaching for new heights.

This year we also took out top spot for SMSF Education Provider following a huge amount of effort to develop industry leading educational software and services.

We are growing, maturing and building teams to provide the very best customer experience in industry. This is an exciting opportunity for someone looking to build on their career within a successful financial services business.

We are looking for a customer champion, a self-starter with sound business acumen and an analytical approach to problem solving.


What we can offer:
- flexible, collaborative and supportive environment
- personalised professional development and career growth
- respect and recognition for your input
- a values based business
- competitive salary


This position offers great diversity, fantastic exposure to our senior team members and thorough training that recognises the skills you already have, to build on the value you can add to the business.

The skill set you will acquire with us will be of value to you throughout your career and is geared towards providing a strong suite of customer, technical, business, people and digital skills.

"With a focus on providing an excellent customer experience and reliable support to the rest of the operations team, the client service team is all about expert delivery, personal growth and passion for what we do" Nic Moran - CRS Team Leader


About us
Established 23 years ago, Heffron is Australia's leading independent SMSF Administrator.

We provide SMSF solutions to over 5,000 funds, 7,000 members and 1,000 advisors/accountants, financial planners and other professionals. We are inherently passionate about providing exceptional client service and raising standards in our industry.

We have designed and implemented industry leading, scalable technology that enables us to provide first class services to our growing client base

...Basically, we are thinking about the future and we are going places


Our Business


Heffron's core service proposition centres on providing compliance, taxation, accounting and transactional administration to clients as they manage their retirement nest egg via an SMSF.

Managing and nurturing the relationship between Heffron and it's clients by understanding our existing client base and employing technical knowledge to provide solutions with exceptional service.

Success will be achieved through effective 'customer first' outcomes and a commercial mindset, cross-functional teams and supporting the development of products and service that really hit the mark.


About You
Working closely with other Administrative, SMSF Accounting and Client Relationship professionals, this role requires:

  • A positive, 'can do' attitude towards consistent workloads across a variety of tasks
  • Ability to balance priorities and adapt to change
  • Customer focus, empathy and emotional intelligence
  • Experience providing exceptional service to clients, or the willingness and ability to do so
  • High attention to detail
  • The aptitude to embrace and utilize new technologies
  • The urgency to work to targets and deadlines
  • The motivation to succeed and grow
  • A team mentality
  • Tertiary education highly regarded but not essential
This position is available on a full-time permanent basis. Remuneration is flexible based on skills and experience.

for a confidential discussion.
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