Client Relationship Associate

About Us

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