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Client Relationship Associate
Australian Ethical Investment. Support wholesale client servicing across research houses, asset consultants, private wealth firms, not-for-profits and high-net-worth clients .
About the role
Key responsibilities & impact- Support wholesale client servicing across research houses, asset consultants, private wealth firms, not-for-profits and high-net-worth clients
- Coordinate client queries, onboarding and follow-up activity to deliver a consistent, professional client experience
- Coordinate RFPs, DDQs and consultant submissions, working with internal stakeholders to maintain accurate information and response materials
- Support senior Business Development Managers with meeting materials, pipeline tracking, CRM updates and agreed follow-up actions
- Develop presentations, pitch materials and client communications aligned to Australian Ethical’s investment philosophy and wholesale proposition
- Maintain CRM records, coordinate meetings and events, and contribute to reporting, process improvement and operational discipline
- Build knowledge of Australian Ethical’s products, ethical investing framework, wholesale client segments and market dynamics
- Contribute to timely, high-quality distribution activity while developing capability for future progression within the team
Requirements
What you’ll need- 1–3 years’ experience in financial services, funds management, wealth management, client service, distribution support or a related environment
- Exposure to wholesale clients, research houses, asset consultants, private wealth firms, not-for-profits or high-net-worth investors will be highly regarded
- Experience contributing to RFPs, DDQs, consultant submissions or client-ready documentation, with strong attention to detail and accuracy
- Strong organisational and communication skills, with the ability to manage enquiries, stakeholder requests, competing priorities and deadlines
- Genuine interest in wholesale distribution, financial markets and ethical investing, with a willingness to build commercial knowledge
- Relevant tertiary qualification in finance, business or a related field
- RG146 accreditation or willingness to complete
- Alignment with and demonstration of our values – Authenticity, Action, Connection, Curiosity and Empathy
Benefits
Comp & perks- A competitive salary, including short-term and long-term incentives including access to an Employee Share Plan
- Hybrid work arrangements
- Wellbeing program that includes an extra 4 days of leave per year
- Birthday leave
- Purpose aligned volunteer days
- 20 days paid annual leave with an additional 3 paid days of annual leave between Christmas and New Year
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
RFPsDDQsClient DocumentationPresentation DevelopmentPipeline Tracking
Soft Skills
Organizational SkillsCommunication SkillsAttention to DetailStakeholder Management
Certifications
RG146 AccreditationRelevant Tertiary Qualification