Client Relationship Associate

Role Overview

• 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

• 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

• 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