The role provides client service and relationship management to Australia-based clients across the wealth management market
Job Summary
The role provides client service and relationship management to Australia-based clients across the wealth management market.
You will act as a product expert providing ongoing training and support to ensure clients understand how to maximize value from data and research products.
ISS STOXX fosters a culture that values diverse skills, perspectives, and experiences while empowering professionals to grow professionally and personally.
Matching Summary
The role provides client service and relationship management to Australia-based clients across the wealth management market.
Skills & Requirements
Must-have
2-4 years account management experience
Strong client service and engagement skills
Proficiency in MS Office Excel and PowerPoint
Nice-to-have
Understanding of wealth management markets
Experience with Salesforce CRM
Proactive attitude and team player mindset
Key Requirements
Bachelor or Masters degree preferred
2-4 years industry experience in financial services or technology
Knowledge of superannuation and investment management preferred