Client Relationship Associate
About the job
The Client Relationship Associate position at Australian Ethical is an exciting opportunity to support the wholesale distribution strategy through effective client servicing and sales coordination. This role plays a vital part in enhancing team efficiency and delivering exceptional client experiences while contributing to a positive impact on people and the planet. The team values collaboration, inclusivity, and a commitment to ethical investing, making it a great fit for those who are passionate about making a difference.
You'll be responsible for
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Supporting client servicing
Assist with wholesale client servicing across various sectors, ensuring a consistent and professional experience.📄
Coordinating documentation
Manage RFPs, DDQs, and consultant submissions, collaborating with internal teams to maintain accurate information.📊
Developing client communications
Create presentations and materials aligned with Australian Ethical’s investment philosophy and client needs.Key criteria
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Financial services experience
1–3 years in financial services or related environment.View
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RFP and DDQ contributions
Experience contributing to RFPs and client-ready documentation.View
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Organisational skills
Proven ability to manage priorities and deadlines effectively.View
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