Client Relationship Manager
Brisbaneonsitemanager
via Greenhouse
About this role
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…
Read the full description on Focuspartnersaustralia's site →
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
For this role: teams
2
Level fit
This role is manager-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Brisbane. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
Skills in this role
Pulled from the job description. These are the keywords we'll weight when scoring your fit.
teams
More at Focuspartnersaustralia
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- View →ParaplannerMelbourne (Caulfield North)
- View →Senior Paraplanner – Technical & Advice supportMelbourne, Victoria, Australia; Sydney, New South Wales, Australia
- View →AccountantBrisbane, Queensland, Australia; Sydney, New South Wales, Australia; Melbourne, Victoria, Australia
- View →Senior Manager, Practice Operations & PerformanceMelbourne, Victoria, Australia
