Client Service Manager

Stake is looking for a Client Service Manager to join us at our Bondi Junction HQ, with a flexible hybrid working model (3 days in the office, 2 WFH).

We’re an Australian investing platform on a mission to help ambitious people confidently grow their wealth. By offering seamless, immersive access to the share markets, Stake has grown fast from a fintech startup into a robust financial services company with even bigger plans. Today we have 500,000+ global customers and more than A$3 billion under administration.

Ambition defines our customer base as well as our team. Our working environment is energetic, collaborative and supportive. Stake’s internal mantra is ‘never settle’ and everyone is encouraged to take ownership and challenged to deliver high-quality execution.

This role is your chance to contribute in making a lasting impact on the financial security of thousands and thousands of Aussies and Kiwis.

About this role

This role of SMSF Client Service Manager involves providing comprehensive support and guidance to SMSF trustees. Additionally, the role will involve staying abreast of regulatory changes to support our customers in keeping their SMSF compliant. You will be the first point of contact for our SMSF customers in most instances, so the role is key to understanding our customer’s pain points so we can pivot effectively to be the best in the market.

The role will involve:

• Supporting our customers with regular inquiries and updates on their SMSFs;
• Providing education and information related to their SMSF; and
• Working with other teams including Operations, Product and Marketing to ensure feedback from our customers is delivered.

A bit about you

• Technical skills - with a minimum of 5 years in the superannuation industry you will be able to understand the superannuation regulations and laws, as well as the responsibilities that are involved with managing an SMSF ;
• Collaboration - experience working with the wider Stake Super Operations and Accounting teams to ensure our customers receive the best SMSF administration service;
• Strong communication skills - as the main point of contact for our customers, you'll have excellent communication skills and be able to present areas of improvement to relevant stakeholders which will help improve the CX experience; and
• Organisation skills - you will have exceptional attention to detail and organisational skills so our client's expectations can be exceeded.

At Stake, we value hustle over honours degrees, so we’re more interested in you than your resume. If you believe this is a role you want to jump into, please apply and let us know why in your cover letter!

Benefits of working at Stake

At Stake you’ll have the opportunity to work with autonomy while learning from some of the best talent in the industry, playing a meaningful role in building a company that has loads of positive momentum and excitement around it. Having said that, we also have perks.

Please see on our Careers website the list of benefits under our Grow with Stake program. They include:

• $2,500/year professional development allowance
• $1,000/year wellbeing allowance
• Up to 16 weeks of paid parental leave
• Childcare allowance of up to $18,000 in value over 24 months
• Extra paid leave during tough times
• Discretionary performance bonus and talent referral bonus
• Employee Share Options scheme

Stake is an equal opportunity employer that values diversity. We’re proactive about providing an inclusive work environment and do not discriminate based on race, religion, nationality, gender, sexual orientation, age or disability status. We’re also endorsed by WORK180 as a great employer for women.

It all comes together to explain why Stake placed 1st in the 2024 AFR BOSS Best Places to Work list for the Banking, Superannuation & Financial Services category, across all of Australia and New Zealand.

So what happens next?

Once we've received your application, we'll give it the attention it deserves, and you'll hear from us regardless of the outcome. If we think you’d be a great fit for our team, we’ll give you a call and take it from there.

To all recruitment agencies: Stake does not accept agency resumes. Please do not forward resumes to our jobs alias or directly to Stake employees. Stake is not responsible for any fees related to unsolicited resumes.

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Last updated on Dec 19, 2024