Client Service Officer at Focus Financial Partners

Brisbane, Queensland, AustraliaFull-timePractice Management & OperationsPosted about 1 month ago

About the Role

Position Summary  The purpose of the Client Service Officer (CSO) 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 <ul> <li style="font-size: 12pt;">First point of contact with client and triaging client calls and emails for advisers.</li> <li style="font-size: 12pt;">Prepare for client meetings and proactively support the Client Services team by effectively and efficiently managing assigned duties.</li> <li style="font-size: 12pt;">Coordinate client meeting bookings for the Financial Adviser(s) and manage all meeting requirements.</li> <li style="font-size: 12pt;">Prepare the required documentation for meetings.</li> <li style="font-size: 12pt;">Identify and advise the client of any information/documentation required to have available for the meeting.</li> <li style="font-size: 12pt;">Attend client meetings and take appropriate meeting notes – as required.</li> <li style="font-size: 12pt;">Record actions and tasks in Financial Planning administration system.</li> <li style="font-size: 12pt;">Take ownership and proactively manage assigned responsibilities on behalf of the Financial Adviser/s.</li> <li style="font-size: 12pt;">Liaise with external parties (product providers and the clients other professional advisers) to collect client information</li> <li style="font-size: 12pt;">Proactively support Financial Adviser (s)by effectively and efficiently managing the assigned tasks as required by the Financial Adviser(s).</li> <li style="font-size: 12pt;">Coordinate and liaise between clients, Adviser/s, Accountants (internal & external) and other teams/external organisations e.g. ATO, Centrelink, fund managers and superannuation companies.</li> <li style="font-size: 12pt;">Liaise with external parties to collect client information and inform them of any changes to the clients’ financial strategy.</li> <li style="font-size: 12pt;">Complete and follow up all administration activities associated with the implementation of agreed financial planning strategies for the client.</li> <li style="font-size: 12pt;">Liaise with clients to keep them informed of the status of the strategy recommendations implementation</li> <li style="font-size: 12pt;">File all clients’ documentation.</li> <li style="font-size: 12pt;">Agree approach with the Financial Adviser(s) relating to management of client reviews.</li> <li style="font-size: 12pt;">Complete and send out Annual Engagements and Fee Consent forms.</li> <li style="font-size: 12pt;">Complete required documentation to support the review process including but not limited to: <ul> <li style="font-size: 12pt;">Fact Find.</li> <li style="font-size: 12pt;">Current Financial Plan.</li> <li style="font-size: 12pt;">Financial Planning software reports.</li> <li style="font-size: 12pt;">Other documents may apply to specific processes</li> </ul> </li> <li style="font-size: 12pt;">Attend relevant courses and actively take part in training or other activities to stay current with financial planning administration, client service and implementation practices.</li> </ul>  Qualifications <ul> <li style="font-size: 12pt;">2 to 5+ years experience in a client service role</li> <li style="font-size: 12pt;">2 to 5+ years experience within Financial Services</li> <li style="font-size: 12pt;">Experience within a financial planning practice desired</li> </ul> <h2>Skills and Attributes</h2> <ul> <li style="font-size: 12pt;">Strong client service ethos</li> <li style="font-size: 12pt;">Organisational and time-management skills.</li> <li style="font-size: 12pt;">Strong desire to learn and develop</li> <li style="font-size: 12pt;">Ability to work autonomously or as a team member</li> <li style="font-size: 12pt;">Driven and ability to meet deadlines</li> </ul>   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 <a href="https://protect.checkpoint.com/v2/r01/___https:/focuspa.com.au/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjkxYzFmM2NmYWZiOTRiOTNmNTdiYmU2MDQ4MDYzNmIzOjc6OWM0YjoxZWVhMTA2ZDllOGU2N2M3NGMxYTg1MTQ3MTcyOGMyMzBhNTUzNjc3ZTVlMzFkOWYxY2M0NjRkN2U3ZmY1ODhiOmg6VDpG">focuspa.com.au/</a> or <a href="https://protect.checkpoint.com/v2/r01/___https:/www.linkedin.com/company/focus-partners-australia/___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjJjMDY5MTk3Y2RjNzE0MDI5MmUzMDIyMTE5OTk2YjkyOjc6NDhiZTpkOWUyNDI5OGQ3NTIwYjU1MzI5MGU0MWI5NzNkNWMzNWY1MTgzYWNkNjJiNmFhNDg2YzFiMjkwMWQ4OWYxZjJmOnA6VDpG">LinkedIn</a>.     #LI-SF1<div class="content-conclusion">About Focus Financial Partners Focus is a leading financial services firm comprised of integrated wealth management, family office, and business management services. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. To learn more about Focus, visit <a href="https://protect.checkpoint.com/v2/___https:/mcas-proxyweb.mcas.ms/certificate-checker?login=false&originalUrl=http%3A%2F%2Fwww.focusfinancialpartners.com.mcas.ms%3FMcasTsid%3D20892&McasCSRF=17a55f8bbf7c1a828873b443c93438c90f956e865b157078ce47695678ecb61e___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOjk5ZjFkMmE2MWY3YWJhOWM1MTUyMTUzMGI3NWMyY2VhOjY6NWQxYjo5M2Q1NmZiMDc3OTdlMzc1YTg0ZmRiYzVjOTA3MDk2OTcyZWIyOGI1YzNmZmI4MDc2MGMwZWM4YzIyOGE0N2NkOnA6VDpO">www.focusfinancialpartners.com</a> or follow the company on <a href="https://protect.checkpoint.com/v2/___https:/www.linkedin.com/company/focus-financial-partners___.YzJ1OmZvY3VzcGFydG5lcnM6YzpvOmQ1YjM0NmNjMjMzMTcwZmViMGI3OWExNTFmZmM3NjQwOjY6YjQ0OTpmNWViYzRmODkzYTRhYmYwNjBkNmFmMGJlYjE5ZWI3Njc1MTZiNmExYjBmNWVmMGEyMjdkNzM5NTBhYTQ3OTE1OnA6VDpO">LinkedIn</a>. Focus is an equal opportunity employer and bases its employment decisions on the employee or candidate’s skillset, and without regard to an employee or candidate’s race, color, religion, sex (including pregnancy), gender identity, sexual orientation, national origin, age, disability, genetic information, veteran status, or any other characteristic protected by local, state and/or federal law.  Focus complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact <a href="mailto:[email protected]">[email protected]</a>. The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found <a id="menur4dt" class="fui-Link ___1q1shib f2hkw1w f3rmtva f1ewtqcl fyind8e f1k6fduh f1w7gpdv fk6fouc fjoy568 figsok6 f1s184ao f1mk8lai fnbmjn9 f1o700av f13mvf36 f1cmlufx f9n3di6 f1ids18y f1tx3yz7 f1deo86v f1eh06m1 f1iescvh fhgqx19 f1olyrje f1p93eir f1nev41a f1h8hb77 f1lqvz6u f10aw75t fsle3fq f17ae5zn" href="https://focus-financial.files.svdcdn.com/production/documents/Privacy-Notice-Personnel-Supplement-for-CA-residents-Jan-1-2025-Final-Clean.pdf?dm=1740065249" target="_blank">here</a> For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST.  AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.  For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.  An employer who violates this shall be subject to criminal penalties and civil liability.  For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state’s workers’ compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers’ Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation.  The Company complies fully with the Americans with Disabilities Act.</div>

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