Client Service Manager

Responsibilities

• Act as the first point of contact for clients, triaging calls and emails for advisers
• Prepare documentation and meeting requirements for client sessions
• Coordinate client meeting bookings and manage meeting requirements
• Attend client meetings and record appropriate notes
• Record actions and tasks in the Financial Planning administration system
• Liaise with external parties including product providers, accountants, ATO, and Centrelink
• Manage client reviews and complete required documentation such as Fact Finds and Annual Engagements
• Keep clients informed regarding the status of strategy recommendation implementations

Requirements

• Minimum 5+ years of experience in a client service manager or similar role
• Proven experience within the Financial Services industry
• Exceptional organizational and time-management skills
• Strong ability to coordinate workflow and meet deadlines
• Exceptional client service skills and attention to detail

About the Company

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.