Account Manager - WA

Hostplus; Perth; On-site; AUD 90,000 - 130,000; Full time

Benefits offered by this job

3% extra to super contribution

Hybrid/flexible work environment

Dedicated personal development budget

Extra paid leave over Christmas and NY

5 days flex leave

20 weeks paid parental leave

Total Wellness Program

Community service leave

Salary continuance insurance

Long service leave at 5 years

Subsidised financial advice

Job summary

Hostplus, located in Perth, is seeking an Account Manager to maintain and grow a portfolio of employer and member relationships within a dynamic superannuation fund environment.

You will deliver engagement strategies, organise education programs, and resolve issues while ensuring accurate CRM records and adherence to ASIC RG146 requirements.

Qualifications

• 3–5 years account management experience within financial services.
• Knowledge of superannuation and regulatory environment (ASIC RG146).
• Excellent communication and relationship-building skills.

Responsibilities

• Retain and grow employer/member portfolio through servicing activities.
• Deliver engagement strategies to employer accounts and members.
• Organise education programs for employers and members.
• Resolve administrative issues for employers and members.
• Maintain accurate client records within Hostplus CRM after visits.
• Follow national account management guidelines.
• Develop understanding of key employers and market dynamics.
• Identify new business opportunities and manage large new transitions.

Skills

Account management

Data analysis

Stakeholder engagement

Sales strategy development

Regulatory compliance awareness

Education

RG146 accreditation

Diploma of Financial Planning or relevant tertiary qualifications

Job description

How will you make an impact?

Are you passionate about making a positive impact to our members dignified retirement? The Account Manager is responsible for the conservation of the existing employer and member base of the fund, concentrating on a key account allocation. Whilst also contributing to the growth strategy of the fund.

The opportunity

Client Management

• Retention and growth of an employer/member portfolio through various servicing and engagement activities including:


• delivery and execution of formalised client Engagement Strategies to all employer accounts.


• organisation and delivery of education programs for employers/members through a variety of channels including at their workplace or via digital methods.


• support the resolution of administrative issues for employers and members.


• maintain accurate and timely client records within the Hostplus CRM system following visits (and key interactions) to key account employers and members in accordance with the AFSL.


• ensure that national account management guidelines are followed.


• Develop a thorough understanding of Hostplus key account employers and their members and the overall market in which Hostplus operates.


• Identify and develop new business opportunities and maintain relationships with prospective employers as well as ensuring the smooth transition of any large new business.

Stakeholder Management

• Develop and maintain strong and valued B2B relationships at all levels of seniority within allocated portfolio of clients.


• Develop and maintain relationships with key stakeholders and business partners of Hostplus, including attendance at industry and partner events, conferences and awards programs, as required by the State Manager and Executive Manager. This will include a limited number of evening and weekend events across the year.

Reporting

• Completion of quarterly service operational reporting as relates to employer and member service levels.


• Input into the development and execution of an annual state and individual business plan.


• Maintain register of outcome reporting as relates to executed member service initiatives.

Compliance

• Account Managers will undertake ongoing training required to be an approved representative of Hostplus. This is compulsory to comply with the ASIC regulatory requirement RG146 to allow approved representatives to provide general financial advice under the Hostplus Australian Financial Services License.


• Maintain all requirements necessary to hold a Proper Authority under the Hostplus Dealer’s License.

About you

• 3-5 years account management experience within a financial services environment.


• Ability to analyse and understand employer and member data and communicate these insights and trends to relevant parties both internally and externally.


• Ability to develop and implement successful account management and sales strategies, including the development and growth of strong B2B relationships.


• Knowledge of the industrial relations environment and superannuation issues (e.g., State/Federal Awards and EBA’s)


• Excellent organisational skills, with the ability to work both autonomously and as part of a team.


• RG146 accreditation is essential


• Diploma of Financial Planning or relevant Tertiary qualifications are desirable.

What can we offer you?

Our employees are passionate about what we do and are proud to be part of an organisation which helps everyday Australians achieve a brighter future. We value diversity of thought and have an open and flexible workplace. Some industry leading benefits we offer include:

• We contribute 3% more to your super on top of the standard employer amount


• A hybrid and flexible work environment


• Dedicated per person development budget to support your growth


• Additional paid leave over Christmas and New Year


• Additional 5 days paid \"flex leave\", so that you can take time out when you need it


• 20 weeks paid parental leave


• Total Wellness Program, including benefits such as free flu shots, comprehensive EAP support, access to medical experts and wellness related events throughout the year


• Community service leave


• Salary continuance insurance


• Access to long service leave at 5 years


• Access to subsidised financial advice

Just to name a few!

About us

At Hostplus, we passionately provide around 1.9 million members with the best possible service; constantly looking for new ways to deliver better value while helping members get the most out of their super. We are inspired to help our members achieve greater security for their future and ensure they retire with dignity.

Your role at Hostplus will make a difference, whether you're in marketing, financial advice, operations or any of our other divisions - you'll be contributing to ensuring our members retire with the best possible outcomes, and what better feeling is there than knowing your role helps someone to retire with dignity and security?

Our commitment to diversity and inclusion

We are dedicated to creating an inclusive workplace where everyone feels valued and appreciated for being their authentic selves. We celebrate diversity and believe that different backgrounds and experiences enrich our relationships and bring meaningful benefits to our people, our members, and the communities we serve.

We welcome applications from everyone and if you require any adjustments made during the recruitment process, we encourage you to reach out to us at [e-mail] and to let us know how we can support.

We have a responsibility to act in the best interests of our members. As part of this, all employment offers are subject to the successful completion of pre-employment screening requirements. These include, but are not limited to, a National Police Check, Bankruptcy and Insolvency Check, and verification of qualifications and professional credentials.

Applicants must also have current and unrestricted work rights in Australia, as sponsorship is not available for this role.