Client Service Manager

<p><span style="font-size: 12pt;"><strong>Position Summary&nbsp;</strong></span></p> <p><span style="font-size: 12pt;">The purpose of the Client Service Manager (CSM) is to proactively assist the Financial Adviser/s to exceed their clients’ expectations and financial planning requirements by assuming responsibility for the day-to-day administration and implementation activities. On behalf of Focus Partners Australia Wealth and the Financial Adviser’s proactively and professionally liaise with and provide support to clients, to exceed their expectations.</span></p> <p><span style="font-size: 12pt;">This role is located in Brisbane, Queensland, Australia</span></p> <p><br><span style="font-size: 12pt;"><strong>Primary Responsibilities</strong></span></p> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">First point of contact with client and triaging client calls and emails for advisers.</span></li> <li style="font-size: 12pt;">Prepare for client meetings and proactively support the Client Services team by effectively and efficiently managing assigned duties.</li> <li style="font-size: 12pt;">Coordinate client meeting bookings for the Financial Adviser(s) and manage all meeting requirements.</li> <li style="font-size: 12pt;">Prepare the required documentation for meetings.</li> <li style="font-size: 12pt;">Identify and advise the client of any information/documentation required to have available for the meeting.</li> <li style="font-size: 12pt;">Attend client meetings and take appropriate meeting notes – as required.</li> <li style="font-size: 12pt;">Record actions and tasks in Financial Planning administration system.</li> <li style="font-size: 12pt;">Take ownership and proactively manage assigned responsibilities on behalf of the Financial Adviser/s.</li> <li style="font-size: 12pt;">Liaise with external parties (product providers and the clients other professional advisers) to collect client information</li> <li style="font-size: 12pt;">Proactively support Financial Adviser (s)by effectively and efficiently managing the assigned tasks as required by the Financial Adviser(s).</li> <li style="font-size: 12pt;">Coordinate and liaise between clients, Adviser/s, Accountants (internal &amp; external) and other teams/external organisations e.g. ATO, Centrelink, fund managers and superannuation companies.</li> <li style="font-size: 12pt;">Liaise with clients to keep them informed of the status of the strategy recommendations implementation.</li> <li style="font-size: 12pt;">Agree on approach with the Financial Adviser(s) relating to management of client reviews.</li> <li style="font-size: 12pt;">Complete and send out Annual Engagements and Fee Consent forms.</li> <li style="font-size: 12pt;">Complete required documentation to support the review process including but not limited to: Fact Find. <ul> <li style="font-size: 12pt;">Current Financial Plan.</li> <li style="font-size: 12pt;">Financial Planning software reports.</li> <li style="font-size: 12pt;">Other documents may apply to specific processes</li> </ul> </li> <li style="font-size: 12pt;">Attend relevant courses and actively take part in training or other activities to stay current with financial planning administration, client service and implementation practices</li> </ul> <h2><span style="font-size: 12pt;">Qualifications</span></h2> <ul> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Minimum 5+ year experience in a client service manager or similar role.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Experience within Financial Services industry a requirement</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Exceptional organisational and time-management skills.</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong ability to coordinate workflow and deliver against deadlines</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Exceptional client service skills</span></li> <li style="font-size: 12pt;"><span style="font-size: 12pt;">Strong attention to detail</span></li> </ul><div class="content-conclusion"><p><span style="font-size: 12pt;"><strong>About Focus Financial Partners</strong></span></p> <p><span style="font-size: 12pt;">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&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&amp;originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&amp;McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a>&nbsp;or follow the company on&nbsp;<a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>.</span></p> <p><span style="font-size: 12pt;">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.&nbsp;</span></p> <p><span style="font-size: 12pt;">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 <a href="mailto:careers@focuspartners.com">careers@focuspartners.com</a>.</span></p> <p><span style="font-size: 8pt;"><strong><em>The following language is for US based roles only</em></strong></span></p> <p><span style="font-size: 8pt;"><strong>For California Applicants:&nbsp;</strong><span data-teams="true">Information on your California privacy rights can be found</span><strong><span data-teams="true"> <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a></span></strong></span></p> <p><span style="font-size: 8pt;"><strong>For Indiana Applicants: </strong>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.</span></p> <p><span style="font-size: 8pt;"><strong>For Maryland Applicants: </strong>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.&nbsp; AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Massachusetts Applicants:</strong> It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.&nbsp; An employer who violates this shall be subject to criminal penalties and civil liability.&nbsp;</span></p> <p><span style="font-size: 8pt;"><strong>For Montana Applicants: </strong>If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901.<strong> </strong></span></p> <p><span style="font-size: 8pt;"><strong>For Rhode Island Applicants:</strong> 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.&nbsp; The Company complies fully with the Americans with Disabilities Act.</span></p></div>