Client Account Manager

About the role
A role that will see you develop meaningful relationships with existing investors. 

Duties and Responsibilities

  • Provide sales support and service to new investors - providing information in relation to new products and services. 

  • Ensure all new leads are followed up on a daily basis (email or phone)

  • Ongoing support to retail investors, advisors, platform and dealer groups

  • Attend regular team meetings as well as product meetings

  • Provide any support as needed to the Investor Relations team

  • Respond to all queries received by clients, demonstrating a high degree of warmth and professionalism

Skills and experience required

  • This role will best suit someone who has 2 years' experience in property, banking or financial services

  • You have an innate ability to build rapport with people and you genuinely enjoy doing so

  • A team player attitude who enjoys working with a wide range of people

  • The ability to work independently, be self driven and motivated

  • Excellent communication skills, both written and verbal - you can liaise with a range of stakeholders and draft a well written email

  • You can manage your time well and can cope well when things happen and priorities change

Benefits and culture
Work within a culture that is inclusive and supportive. This is a passionate team who are high performing and hard working. They enjoy each other's company and this is a reflection of an exceptional leadership team.
You will enjoy working in an open and social office culture. City based position, working from 8.30am to 5pm with no overtime.
Exceptional induction and training to help you transition into the team and the role.

Click on the APPLY button, or contact Tracey Montgomery on 07 3846 7730

All candidates will be notified of the outcome of their application by email or phone.

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