Client Service Consultant - SMSF

• 12-month contract with potential to go permanent

• Base + super + generous commission (6 figure OTE)

• Based onsite at Inception Wealth Group offices in Fortitude Valley

Are you looking for an opportunity to build your career in financial services while being rewarded for the results you achieve?

We're looking for a Client Services Consultant – SMSF to join a newly created role supporting the strategic partnership between Inception Wealth Group (IWG) and Rivkin. This is an exciting opportunity to combine sales, client service, relationship building and commercial outcomes while working alongside experienced professionals in a growing financial services environment.

What you'll be doing

Based in IWG's Fortitude Valley offices, you'll work closely with Rivkin’s Head of Partnerships to engage with existing IWG clients, introduce the benefits of Rivkin’s SMSF administration services, and support clients through the transition.

• Engage with existing IWG clients to discuss their SMSF arrangements.

• Build trust and educate clients on the benefits of transitioning to Rivkin's SMSF administration services.

• Manage a pipeline of client opportunities and work towards conversion targets.

• Support clients through the transition process, ensuring a seamless experience.

• Liaise with accountants and other stakeholders to help keep client transitions on track.

• Maintain accurate CRM records and client documentation.

About you

We're looking for someone who enjoys working with people, is customer-centric, commercially motivated and wants to build a long-term career in financial services.

You will be someone who:

• Is a confident communicator who builds trust quickly.

• Is highly organised with excellent follow-through.

• Is motivated by achieving results and earning commission.

• Balances exceptional customer service with commercial outcomes.

• Is proactive, resilient and accountable.

You'll bring experience in customer service, sales, business development, or contact centre roles, ideally within the banking, lending, wealth management, superannuation or insurance industries or perhaps within an accounting firm.

A qualification in Business, Commerce, Finance or Accounting (completed or in progress) will be well regarded.

Rivkin head office is based in Sydney, therefore occasional travel to Sydney for training and development may be required.

What we offer

• Base salary + super + generous commission structure

• Comprehensive onboarding, including training with Rivkin in Sydney.

• Career development within a growing financial services partnership.

• The opportunity to make a genuine impact while working with two highly respected businesses.

If this sounds like the opportunity you've been looking for, we'd love to hear from you. Apply now to join our team.

About Inception Wealth Group

Inception Wealth Group (IWG) is a specialist lending and wealth business that helps Australians build long-term financial security through tailored lending and property investment solutions. IWG works closely with a trusted network of financial professionals to deliver exceptional outcomes for clients.

About Rivkin

Rivkin is a long-established Australian investment and financial services group dedicated to helping Australians build, protect, and manage their wealth. Across our divisions - Rivkin Report, Rivkin SMSF, Rivkin SMSF Partners, Rivkin Wealth Advisors, B2B Partners, and Rivkin Private Wealth - we deliver research, education, investment solutions, and personalised advisory services with a focus on clarity, integrity, and genuine partnership.