Client Account Manager

15 hours ago

Council of the City of Sydney, Australia ROBERT WALTERS AUSTRALIA Full time

Overview

A leading investment management firm is seeking a Client Account Manager to join their team. This is an exciting opportunity to play a pivotal role in delivering exceptional service to institutional and wholesale clients, while working with professionals who are passionate about responsible investing and ESG stewardship. The organisation values attention to detail, organisational skills, and financial acumen.

Responsibilities

- Respond promptly and accurately to client, prospect, and consultant data requests, questionnaires, and RFIs to ensure information meets high quality standards.
- Assist in managing daily interactions with existing clients by preparing quarterly invoicing, monthly reporting, and engaging presentations to foster trust and satisfaction.
- Support the ESG Stewardship Director in implementing the firm’s stewardship strategy through activities such as proxy voting coordination, ESG engagement reporting, and ensuring compliance with fiduciary, regulatory, and industry standards.
- Collaborate with the sales team to advance institutional and wholesale client opportunities by responding to prospective client requests and maintaining accurate CRM records.
- Oversee the onboarding and transitioning process for new clients to guarantee a seamless experience from initial contact through full integration into the firm’s services.
- Maintain internal and external databases by updating performance and portfolio data regularly to support operational needs and client communications.
- Contribute to the preparation of detailed reports and presentations that communicate complex investment concepts clearly to diverse audiences.
- Work closely with colleagues across departments to share insights, support communal goals, and uphold the firm’s commitment to responsible investing.
- Monitor industry trends related to equities markets and ESG frameworks to keep the team informed of relevant developments impacting client service delivery.

Application and Diversity

Aboriginal and Torres Strait Islander Peoples are encouraged to apply.

To apply please click apply or call Chloe Maher on +61 2 8289 3190 for a confidential discussion.

About the job

Contract Type: Permanent

Focus: Investment Management

Workplace Type: Hybrid

Experience Level: Senior Management

Location: Sydney CBD

Industry: Financial Services

Salary: Negotiable

Job Reference: CH5GLZ-A3E158F3

Date posted: 25 September 2025

Consultant: Chloe Maher

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