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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 liaising professionally 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 required information/documentation 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 Partners Australia is part of Focus Financial Partners, a leading financial services firm based in the United States, comprised of wealth management, family office, and business management services.
- Focus Partners Australia offers integrated capabilities in investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast.
- Guided by a client-first ethos, they leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax.
- By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage.