Australian Ethical1 job

Client Relationship Associate

JuniorMid levelFull-timeHybridSydney NSW, AustraliaPosted 2 months agoVerified 1 hour ago
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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

🤝

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

📊

Financial services experience

1–3 years in financial services or related environment.

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📝

RFP and DDQ contributions

Experience contributing to RFPs and client-ready documentation.

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📅

Organisational skills

Proven ability to manage priorities and deadlines effectively.

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Meet the team

About the company

View your fit

5 criteria for this job
Financial services experience
1–3 years in financial services or related environment.

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RFP and DDQ contributions
Experience contributing to RFPs and client-ready documentation.

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Organisational skills
Proven ability to manage priorities and deadlines effectively.

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Communication skills
Strong communication skills for client interactions and stakeholder requests.

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Interest in ethical investing
Genuine interest in ethical investing and financial markets.

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