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