Brisbane, Queensland, Australia · On-site
Position Summary 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 t…
Skills: Client Service, Financial Planning Administration, Time Management, Workflow Coordination, Attention To Detail
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The Client Service Manager proactively supports Financial Advisers by managing day-to-day administration, client communications, and the implementation of financial planning requirements. Key duties include coordinating client meetings, preparing documentation, and liaising with external product providers and regulatory bodies.
Candidates must have a minimum of 5 years of experience in a client service manager role, specifically within the financial services industry. Exceptional organizational, time-management, and client service skills are required.
Position Summary
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.
This role is located in Brisbane, Queensland, Australia
Primary Responsibilities
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.
Our mission is to elevate lives by leveraging the capabilities and expertise only the largest financial institutions can provide while delivering a deeply personalised experience. As your trusted partner and advocate, we bring clarity to complexity, empower your aspirations, reimagine the intersection of life and finances. Please visit www.focuspa.com.au
Offices: 17 Castlereagh Street, Level 10, Sydney, NSW 2000, AU · 20 Wight Avenue, Suite 155, Hunt Valley, Maryland 21030, US · 875 Third Avenue, 28th Floor, New York, New York 10022, US · 3 Atrium Drive, Suite 265, Albany, New York 12205, US · 205 Balaclava Road, Level 2, Caulfield North, VIC 3161, AU
Our mission is to elevate lives by leveraging the capabilities and expertise only the largest financial institutions can provide while delivering a deeply personalised experience. As your trusted partner and advocate, we bring clarity to complexity, empower your aspirations, reimagine the intersection of life and finances. Please visit www.focuspa.com.au
Offices: 17 Castlereagh Street, Level 10, Sydney, NSW 2000, AU · 20 Wight Avenue, Suite 155, Hunt Valley, Maryland 21030, US · 875 Third Avenue, 28th Floor, New York, New York 10022, US · 3 Atrium Drive, Suite 265, Albany, New York 12205, US · 205 Balaclava Road, Level 2, Caulfield North, VIC 3161, AU
