Client Services Officer
17 June 2024
- Identify new market opportunities, build strong relationships, and contribute to the overall growth of RIAA.
- Make a real impact in the finance industry.
- Join a professional, supportive team dedicated to moving capital to a more sustainable future.
RIAA have an exciting opportunity for a Client Services Officer to join our team based in Melbourne, reporting to the Client Services Manager. This position is all about identifying new market opportunities, building strong relationships, and contributing to the overall growth and success of RIAA. This is a great time to come onboard, and to be a part of a supportive, collaborative team making a real difference in the finance industry. We are looking for someone who will champion responsible investment in Australia and New Zealand and contribute to the sustainable success of the organisation.
Title: Client Services Officer
Organisation/Employer: Responsible Investment Australasia Ltd (RIAA)
Incumbent: Vacant / New Position
Classification: Banking Finance and Insurance Award 2010
Salary: A competitive salary, will be offered based on skills and experience.
Status: Full Time Ongoing
Period: Applications close 05 July 2024, start as soon as possible.
Location: Level 2, 696 Bourke Street Melbourne CBD with flexibility for remote work as agreed.
Reporting to: Client Services Manager
About this role
We are seeking a motivated individual who is eager to work closely with the Client Services, Manager generating new business. This role is essential for identifying and developing new opportunities that ensure we achieve our growth objectives. You will be responsible for developing strong client relationships through effective communication in all aspects of the sales process including negotiating and closing. If you are passionate about engaging with members in the finance industry to promote the mission of RIAA, then we encourage you to apply. This role is based in Melbourne CBD with the options to work a hybrid arrangement.
Key duties include:
- Work closely with the Client Services Manager in revenue generation.
- Collaborate and negotiate with key stakeholders and members to ensure deep relationships with members and potential sponsors.
- Create new opportunities for sponsorship and membership.
- Support pipeline growth and development.
- Maintain accurate data that will track the pipeline and priorities for RIAA.
- Assist in the preparation of documentation and reports as required.
- Assist in the development of content for RIAA communications.
- Support member engagement with other RIAA activities and opportunities.
- Perform other duties as directed by the Client Services Manager.
Key Selection Criteria:
- Experience in business development, preferably within a membership or financial services organisation, would be highly regarded.
- Strong organisational skills, with the ability to manage multiple tasks and priorities.
- The ability to maintain relationships with external stakeholders and build rapport that will lead to new opportunities for RIAA.
- Ability to look ahead and identify opportunities.
- Excellent communication skills, both written and verbal.
- Persuasive sales skills.
- Basic understanding of the investment sector and its dynamics is desirable but not essential.
- Proficiency in Microsoft Suite, Adobe PDF, and Customer Relationship Management system would be desirable.
If you’re as passionate about this position as we are then please don’t delay and APPLY NOW below! We are interviewing immediately. For a confidential discussion, or to submit your application, please email Michelle Lilley on michelle@responsibleinvestment.org or phone +61 428 224 945.