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Client Service Associate

Investment Trends - Sydney, NSW

Banking & Finance
Source: uWorkin


  • Market Research
  • Financial Services
  • Kick Start your Career

We are looking for a highly driven, independent, superior individual, who is motivated by client engagement and sales. Recently graduated, your degree may have majors in commerce, finance, or business. Your first job may have been in sales administration/customer support in a professional or financial services environment and you are looking for your next career move. You’ll need to have proven experience in CRM systems and strong attention to detail, advanced PowerPoint, be technology and social media savvy. .

What you will be doing:

Working in an experienced and driven client service & sales team you will be surrounded by like-minded people who have fun working together. Reporting to the Head of Client Service & Sales Australia you will :

  • Participate in client account planning
  • Produce client proposals and pitch documents
  • Provide administrative support including diary and activity management and managing the CRM
  • Undertake, research for product development and projects to support sales strategies
  • Attend client presentations, media events and sales meetings with the team.

About us:

Investment Trends, with premium offices in Barangaroo, develops and delivers independent, deep insights research on behaviours, buying preferences and future needs of investors and intermediaries for the financial services companies that service them.

The Client Service and Sales team has a global reach providing clients with solutions across Australia, Asia, the US, UK, and Europe. For more see Investment Trends .

The firm has a strong focus on personal development giving you a pathway to progress within the team.

A competitive industry remuneration will be offered along with the opportunity to work in an agile work environment, gain valuable industry knowledge and become an industry expert. Our team are currently working 3 days in the office and 2 days working from home.

To submit your application in the strictest of confidence, please apply online attaching a cover letter, resume and academic transcript to careers@investmenttrends.com. Applications close 11th June 2021.

No recruitment agencies please.