Client Relations Associate
- 25 Feb 2025
- Sydney
- Permanent / Full Time
- $85k+super+bonus (depending on exp)
- Great opportunity to work for a funds management business
- CBD location (1 day WFH)
Our client is a leading Australian alternative real estate investment manager and private credit solutions provider.
The Role
Our client is seeking a Client Relations Associate to support investor retention, increase investments, and manage inbound leads. You will play a key role in investor engagement, reporting, and marketing initiatives.
Key Responsibilities
- Develop and execute outbound investor engagement strategies
- Manage inbound leads and onboard new investors
- Provide investment updates and client support
- Maintain accurate CRM and internal system records
- Collaborate with the relevant teams on investor activities
- Bachelor’s degree (or equivalent) preferred
- Strong communication and relationship management skills
- Experience in financial services, wealth, or investment sectors
- Outbound sales or call-centre experience with an investment product (preferred)
- Excellent customer service qualities
- High attention to detail and problem-solving ability
- Self-motivated and results-driven with a team-player mindset
- Proficiency in Microsoft Office Suite, particularly Excel
- Be part of a growing, collaborative investment management team.
- Opportunities for career progression and professional development.
- Supportive and inclusive work culture.
- Central city location with great public transport access.
Curtis Partnership is committed to supporting inclusive and diverse recruitment. We welcome applicants from all ages and genders, First Nations Australians, culturally and linguistically diverse groups, the LGBTQIA+ community and people with a disability. If provisions or adjustments in our recruitment process could better enable your application to shine please indicate this at the top of your resume.
