Posted 4 days ago

Client Relationship Associate

SydneyHybrid

AI Summary

The Client Relationship Associate supports Australian Ethical’s wholesale distribution strategy by coordinating sales, client servicing, and documentation to improve team efficiency and client delivery.

About this role

About Us

Australian Ethical is one of Australia’s fastest-growing super fund and ethical investment managers. We are ASX-listed with over $13.5 billion in funds under management and offer a selection of award-winning managed funds and superannuation products.

Our purpose is to invest for a better world, and we have been pioneers in this space for almost 40 years. For us, investing has two aims – generating solid financial returns and a positive impact for people, planet, and animals. At Australian Ethical, we prove that money can be a force for good. We do this by staying true to our purpose, which is embedded throughout our organisation and drives our everyday activities as a business, investor, brand, employer, and corporate citizen. We’re a registered B Corp and fully committed to an inclusive, equitable and forward-thinking workplace culture.

Your New Role

As the Client Relationship Associate, you will support Australian Ethical’s wholesale distribution strategy through sales coordination, client servicing and key documentation processes. You will help improve team efficiency and client delivery while building capability across wholesale distribution, ethical investing and financial markets.

Key Responsibilities Include:

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

What we’re looking for:

You are organised, detail-oriented and client-focused, with strong communication skills and an interest in wholesale distribution, financial markets and ethical investing. You manage priorities effectively and work with stakeholders to deliver accurate, client-ready materials.

If you have the following, we’d love to hear from you:

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