Client Relationship Manager

Requirements

• 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
• The following language is for US based roles only
• For California Applicants: Information on your California privacy rights can be found here
• 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 EMPLOYE

Additional Information

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 client's 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 write‑off requests Preparing fee proposals or scope packs Following up unpaid invoices Maintaining billing and pricing records

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at focusfinancialpartners? Share your experience