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
What’s in it for you
- 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
Want to know more about what it's like to work at Australian Ethical? Check out our LinkedIn Life Page here: https://www.linkedin.com/company/australian-ethical-investment/life/ or our Careers and Culture page here: https://www.australianethical.com.au/work-with-us/
At Australian Ethical we embrace diversity in our people and thinking. We are committed to being an equal opportunities employer and never discriminate on the basis of race, religion, gender identity or expression, sexual orientation, age, marital or disability status.
Join the Team
If this role interests you and you'd love to join the Australian Ethical team, apply here. We look forward to hearing from you!
Please note
Only short-listed candidates will be contacted. Applications or approaches via recruitment agencies will not be accepted for this position. Background checks will be conducted for the successful candidate, as per our regulatory requirements as a financial services organisation
Skills Required
- 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
- Experience contributing to RFPs, DDQs, consultant submissions or client-ready documentation with strong attention to detail
- Strong organisational and communication skills; ability to manage enquiries, stakeholder requests, competing priorities and deadlines
- Genuine interest in wholesale distribution, financial markets and ethical investing
- Relevant tertiary qualification in finance, business or a related field
- RG146 accreditation or willingness to complete
- Alignment with Australian Ethical values: Authenticity, Action, Connection, Curiosity and Empathy
- Experience with CRM, meeting coordination, pipeline tracking, and preparing presentations/pitch materials
What We Do
A superannuation and investment fund manager with a difference. We believe that the power of money can be harnessed to deliver both competitive returns and positive change for society and the environment. By investing responsibly in well-managed, ethical companies, this is exactly what we achieve. We seek out positive investments that support people, quality and sustainability, and we avoid investments that cause unnecessary harm to people, animals, society and the environment. While we do believe a small group of people can change the world, the opportunity is far bigger than that. The more people that invest ethically, the more significant the positive change we will create. Imagine the impact of all that money invested for good. There’s never been a better time to take control of your own financial wellbeing and the wellbeing of families, communities and the planet. Ethical and sustainable investing isn’t just a part of what we do. Unlike most of our competitors, it’s everything we do. And while we’ve evolved in many ways since starting in 1986, we have always stayed true to this. Now, we manage $12.95 billion for more than 130,000 funded customers (managed fund investors and funded superannuation members) as at 30 June 2024. Disclaimer: Please be aware that this page provides you with general information only and does not take account of your individual investment objectives, financial situation or needs. Before acting on it, consider its appropriateness to your circumstances. You should consider seeking independent advice from an accredited financial adviser before deciding whether to acquire, or continue to hold, units in the fund or interests in the fund. Although we always do our utmost to uphold accuracy, Australian Ethical does not warrant the accuracy, adequacy or completeness of the information contained in the posts to this page. Past performance is not always a reliable indicator of future performance
