Client Success & Institutional Sales Associate

Acadian Asset Management; Sydney; Hybrid; AUD 90,000 - 130,000; Full time

Benefits offered by this job

Hybrid work environment

On-site Sydney office

Job summary

Acadian Asset Management in Sydney seeks a proactive professional to support institutional and wealth client service and sales, including preparing meeting materials, client reporting, notes, and follow-up in a fast-paced environment. This role requires strong communication, project management, attention to detail, and a genuine interest in finance.

Acadian supports a hybrid model with on-site work at least 3 days per week in the Sydney office.

Qualifications

• Bachelor's degree in Commerce/Business/Economics/Accounting is preferred.
• Ambition to complete CFA is noted.

Responsibilities

• Build effective working relationships with internal Acadian team, clients, prospects and consultants.
• Provide client service and sales support to the relationship management team.
• Schedule and track meetings with sales and client service teams.
• Prepare presentations and materials for clients and prospects.
• Oversee new account start-ups and closures.
• Ensure activities comply with internal controls and compliance frameworks.
• Collaborate with internal groups to meet reporting requirements and complete reporting.
• Work with global teams to complete RFPs and questionnaires.

Skills

Strong service mentality

Independent worker

Interpersonal skills

Written and verbal communication

Analytical skills

Attention to detail

Education

Bachelor's degree in Commerce/Business/Economics/Accounting

CFA (ambition to complete)

Job description

Acadian Asset Management in Sydney seeks a proactive professional to support institutional and wealth client service and sales, including preparing meeting materials, client reporting, notes, and follow-up in a fast-paced environment. This role requires strong communication, project management, attention to detail, and a genuine interest in finance.

Acadian supports a hybrid model with on-site work at least 3 days per week in the Sydney office.