Colonial First State1 follower6 jobs

Strategic Account Associate

JuniorMid levelFull-timeHybridLevel 15/400 George St, Sydney NSW 2000, AustraliaPosted 2 days agoVerified 2 weeks ago
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About the job

The Strategic Account Associate job at CFS is an exciting opportunity to be part of a dynamic team that values expertise and diversity. This position plays a crucial role in managing strategic accounts, ensuring smooth engagement and service delivery. CFS fosters an inspiring environment where individuals can thrive and unleash their full potential.

You'll be responsible for

📩

Supporting inbound requests

Following through on requests from internal and external stakeholders, ensuring timely action and resolution.
📝

Preparing meeting follow-ups

Keeping track of outstanding actions from meetings and ensuring commitments are met.
🤝

Attending partnership meetings

Supporting and participating in key meetings with executive-level stakeholders.

Key criteria

📊

Financial services knowledge

Working knowledge of financial products and investment vehicles.

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🗣️

Strong communication skills

Demonstrated ability to engage with diverse stakeholders effectively.

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📅

Organisational skills

Proven experience coordinating multiple initiatives and priorities simultaneously.

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Meet the team

About the company

View your fit

5 criteria for this job
Financial services knowledge
Working knowledge of financial products and investment vehicles.

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Strong communication skills
Demonstrated ability to engage with diverse stakeholders effectively.

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Organisational skills
Proven experience coordinating multiple initiatives and priorities simultaneously.

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Client support experience
Experience supporting client-facing teams in financial services.

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AI tools familiarity
Experience working with AI solutions like Co-Pilot or Chat GPT.

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