Account Associate

This is a fully remote position, open to applicants in Australia.

📋 Description

• Drive growth and retention within the NSW IFA channel by leveraging data insights, sales assistance, and client management.

• Evaluate Salesforce data (FUM, flows, activity) to pinpoint risks and opportunities.

• Assist Key Account Managers with outbound sales initiatives and proactive outreach.

• Create and sustain Salesforce dashboards, campaigns, and reporting metrics.

• Organize client meetings, regional visits, and portfolio manager presentations.

• Aid in executing significant client events and presentations.

• Draft regular client communications, fund reports, and sales materials.

• Generate a monthly sales pack featuring fund performance and accompanying content.

• Collaborate with Marketing, Investment, and Strategic Accounts teams to develop client content.

• Ensure robust stakeholder engagement and maintain high service standards.

• Discover opportunities for process enhancement and operational efficiency.

• Implement risk and compliance protocols in all client and sales activities.

⛳️ Requirements

• Bachelor’s degree in Finance, Commerce, or a related field.

• Exceptional analytical skills and confidence in working with data and CRM systems.

• Highly organized with the capability to juggle multiple priorities.

• Effective communicator with strong stakeholder management abilities.

• Interest in the Australian financial advice and funds management sectors.

• Client-centered approach with meticulous attention to detail.

• Proficient in utilizing digital tools, dashboards, and emerging technologies, including AI-driven insights.

🏝️ Benefits

• Work remotely from anywhere in Australia for up to one month each year.

• Annual allowance to prioritize your personal wellbeing.

• Educational support and a commitment to fostering professional growth.

• Strong dedication to all facets of Diversity and Inclusion through a comprehensive 7-pillar strategy.

• A growing array of employee-led networks aimed at raising awareness and driving ongoing change.

• Support for over 50 First Nations Communities to help secure their future.

• We encourage applications from Aboriginal and Torres Strait Islander Peoples.

• We are committed to creating an inclusive workplace where diversity is celebrated. Regardless of your background or circumstances, we strive to provide an environment where you can thrive.