Client Service Manager

Responsibilities

• Act as the first point of contact for clients, triaging calls and emails for advisers
• Prepare documentation and manage requirements for client meetings
• Coordinate client meeting bookings and attend meetings to take notes
• Record actions and tasks within the Financial Planning administration system
• Liaise with external parties including product providers, accountants, ATO, and Centrelink
• Manage client reviews, including completing 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 strong attention to detail

About the Company

Focus Partners Australia is part of Focus Financial Partners, a leading financial services firm providing wealth management, family office, and business management services. They offer integrated capabilities in investment management, accounting, lending, and insurance across Australia.