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About the Role

The Strategic Account Associate position is a newly created role within our Strategic Partnerships team, supporting CFS’s most important licensee and strategic firm relationships. You will help manage a portfolio of strategic accounts day to day, ensuring engagement, delivery, and service run smoothly.

Responsibilities

• Support and follow through on inbound requests from internal and external stakeholders, ensuring they are actioned and resolved by coordinating responses across Product, Marketing, FirstTech, Operations, and Distribution teams.
• Prepare and follow up on outstanding actions from meetings, ensuring commitments are kept on track.
• Support and attend key partnership meetings with internal and external Executive level stakeholders.
• Coordinate PD Day participation, conference attendance, registrations, and follow-up actions by working closely with the CFS Engagement and Events Manager.

Requirements

• Interest in account management or sales support within financial services.
• Working knowledge of financial services products, investment vehicles, managed accounts, and platform solutions.
• Strong communication skills, organization, attention to detail, and follow-through.
• Ability to coordinate multiple initiatives, priorities, and stakeholders simultaneously.
• Experience supporting client-facing team members across Distribution.
• Proactive approach to risk and compliance management, with a willingness to raise questions and promote transparency.
• Existing knowledge and interest in the changing dynamics of the Australian advice industry and recent industry changes.
• Existing experience working in or with larger AFSL groups.
• Experience supporting the launch or adoption of new solutions or financial advice products and services.
• Experience working with artificial intelligence, preferably Co-Pilot (Chat GPT, Claude).
• Full work rights in Australia.

Skills

• Communication skills
• Organization
• Attention to detail
• Follow-through
• Coordination
• Risk management
• Compliance management
• Artificial intelligence
• Co-Pilot
• Chat GPT
• Claude

Location

• Sydney

Work Type

• Hybrid working model

Benefits

• Additional day for your birthday
• Hybrid working model
• Access to CFS Employer Super
• Life Leave - 3 days per annum
• Access to Sonder for medical, mental health, and safety support
• Access to Corporate rates with BUPA Health Insurance
• Confidential coaching and counselling services

About the Company

• CFS values expertise, passion, and diversity.
• The foundation of CFS's success lies in its exceptional people.
• CFS celebrates individuality, has a passion for high performance, and creates an environment where employees can unleash their full potential.
• CFS enables its people to make a difference and deliver exceptional experiences to help customers achieve financial freedom.
• CFS is committed to creating a thriving environment where individuals can flourish.
• CFS believes that success is built upon strong teams and is dedicated to celebrating uniqueness, championing individuality, and supporting a diverse and inclusive workforce.
• CFS believes that when you can truly be yourself, you can unlock your full potential.

Equal Opportunity

• Background checks (including Police, Employment, Bankruptcy checks, ASIC banned and disqualified persons) will be completed prior to the final preferred candidate’s employment being confirmed. The outcomes of the background checks do not preclude the preferred candidate, however, they will be assessed against the inherent requirements of the role.