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About the Role

The Client Relationship Manager will proactively assist the Accounting Team to exceed client expectations by managing day-to-day administration activities and professionally liaising with clients.

Responsibilities

• Setting up new clients in practice management systems
• Collecting onboarding documentation for new clients
• Preparing and issuing engagement letters, authorities, consent forms, and privacy disclosures
• Maintaining client records and contact details
• Coordinating initial system access for clients
• Tracking ASIC annual review dates
• Preparing ASIC forms for changes to director, address, and share structure
• Coordinating payment of ASIC fees
• Maintaining company registers
• Supporting trust and SMSF administration, including establishment of new entities
• Managing job workflows in practice management systems
• Monitoring deadlines and bottlenecks
• Updating job statuses and WIP tracking
• Proactively supporting Accountants by managing assigned tasks
• Managing shared accounting or admin inboxes
• Answering client queries and triaging to accountants
• Chasing outstanding client information
• Completing required documentation to support client review process
• Coordinating client meeting bookings and preparing required documentation
• Identifying and advising clients of information/documentation needed for meetings
• Coordinating and liaising between clients, Accountants, and external organizations
• Liaising with external parties to collect client information
• Communicating deadlines, next steps, and progress updates
• Ensuring a professional, responsive client experience
• Raising client invoices
• Monitoring WIP and write-off requests
• Preparing fee proposals or scope packs
• Following up unpaid invoices
• Maintaining billing and pricing records

Requirements

• Minimum 5+ years of experience in a client service or similar role
• Experience within the Accounting industry

Skills

• Exceptional organizational 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

Experience Level

• 5+ years

About the Company

• Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services.
• Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.

Equal Opportunity

• Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s 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.
• 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 39-2-901.
• 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 state’s 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.