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><strong>About&nbsp;Focus Partners Australia</strong><strong> </strong></p> <p>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&nbsp;investment and portfolio management,&nbsp;accounting, lending,&nbsp;insurance&nbsp;and related services from its offices in Sydney, Melbourne,&nbsp;Brisbane&nbsp;and the Gold Coast. Guided by a client-first ethos, we&nbsp;leverage&nbsp;the global&nbsp;expertise,&nbsp;platforms&nbsp;and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance,&nbsp;credit&nbsp;and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow,&nbsp;and transition their wealth at every life stage.&nbsp;Discover more about Focus&nbsp;Partners Australia at <a href="https://protect.checkpoint.com/v2/r01/___https:/focuspa.com.au/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjkxYzFmM2NmYWZiOTRiOTNmNTdiYmU2MDQ4MDYzNmIzOjc6OWM0YjoxZWVhMTA2ZDllOGU2N2M3NGMxYTg1MTQ3MTcyOGMyMzBhNTUzNjc3ZTVlMzFkOWYxY2M0NjRkN2U3ZmY1ODhiOmg6VDpG">focuspa.com.au/</a>&nbsp;or&nbsp;<a href="https://protect.checkpoint.com/v2/r01/___https:/www.linkedin.com/company/focus-partners-australia/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjJjMDY5MTk3Y2RjNzE0MDI5MmUzMDIyMTE5OTk2YjkyOjc6NDhiZTpkOWUyNDI5OGQ3NTIwYjU1MzI5MGU0MWI5NzNkNWMzNWY1MTgzYWNkNjJiNmFhNDg2YzFiMjkwMWQ4OWYxZjJmOnA6VDpG">LinkedIn</a>.&nbsp;&nbsp;</p></div>