Client Relationship Manager

Position Summary

The purpose of the Client Relationship Manager is to proactively assist the Accounting Team to exceed their clients expectations by assuming responsibility for the day-to-day administration activities. On behalf of Focus Partners Australia Accounting and the Accountants proactively and professionally liaise with and provide support to clients to exceed their expectations.

Primary Responsibilities:

Client Onboarding & Engagement Administration

• Setting up new clients in practice management systems
• Collecting onboarding documentation for new clients
• Preparing and issuing:
• Engagement letters
• Authorities and consent forms
• Privacy disclosures (Australian Privacy Principles)
• Maintaining client records and contact details
• Coordinating initial system access for clients

ASIC & Corporate Secretarial Administration

• Tracking ASIC annual review dates
• Preparing ASIC forms (changes to director address share structure)
• Coordinating payment of ASIC fees
• Maintaining company registers
• Supporting trust and SMSF administration
• Establishment of new entities

Practice Management & Workflow Coordination

• Managing job workflows in practice management systems
• Monitoring deadlines and bottlenecks and raising these to support an exceptional client experience
• Updating job statuses and WIP tracking
• Proactively support Accountants by effectively and efficiently managing the assigned tasks as required by the Accountants.

Client Communication & Relationship Support

• Managing shared accounting or admin inboxes
• Answering client queries and triaging to accountants
• Chasing outstanding client information (documents approvals)
• Complete required documentation to support client review process.
• Coordinate client meeting bookings for the Accountants and prepare required documentation for client meetings
• Identify and advise the client of any information/documentation required to have available for meetings with the Accounting Team.
• Coordinate and liaise between clients Accountants and other teams or external organisations e.g. ATO
• Liaise with external parties (product providers and the clients professional advisers) to collect client information
• Communicating deadlines next steps and progress updates
• Ensuring a professional responsive client experience

Billing Fees & WIP Administration

• Raising client invoices
• Monitoring WIP and writeoff requests
• Preparing fee proposals or scope packs
• Following up unpaid invoices
• Maintaining billing and pricing records

Qualifications:

• Minimum 5 year experience in a client service or similar role.
• Experience within the Accounting industry

Skills and Attributes:

• Exceptional organisational and time-management skills.
• Strong ability to coordinate workflow and deliver against deadlines
• Exceptional client service skills
• High attention to detail and accuracy in handling client data
• Proactive reliable and able to work both independently and as part of a team

About Focus Financial Partners

Focus is a leading financial services firm comprised of integrated wealth management family office and business management services. Blending deep expertise and expansive resources with a boutique client-first fiduciary philosophy Focus helps individuals families and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus visit follow the company onLinkedIn.

Focus is an equal opportunity employer and bases its employment decisions on the employee or candidates skillset and without regard to an employee or candidates race color religion sex (including pregnancy) gender identity sexual orientation national origin age disability genetic information veteran status or any other characteristic protected by local state and/or federal law.

Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process to perform essential job functions and/or to receive other benefits and privileges of employment please contact .

The following language is for US based roles only

For California Applicants:Information on your California privacy rights can be found here

For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States a member of the Indiana National Guard or a member of a reserve component.

For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW AN EMPLOYER MAY NOT REQUIRE OR DEMAND AS A CONDITION OF EMPLOYMENT PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.

For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability.

For Montana Applicants: If hired the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section.

For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the states workers compensation law. If you willfully provide false information about your ability to perform the essential functions of the job with or without reasonable accommodations you may be barred from filing a claim under the provisions of the Workers Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.