Client Relationship Manager
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
Qualifications:
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 Partners Australia
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 investment and portfolio management, accounting, lending, insurance and related services from its offices in Sydney, Melbourne, Brisbane and the Gold Coast. Guided by a client-first ethos, we leverage the global expertise, platforms and capital strength of Focus Financial Partners to deliver holistic, fiduciary guidance across strategic planning, portfolio management, insurance, credit and tax. By fusing local insight with world-class resources, Focus Partners Australia helps its clients protect, grow, and transition their wealth at every life stage. Discover more about Focus Partners Australia at focuspa.com.au/ or LinkedIn .