Sales Support Associate - based in Sydney, Australia

This is an excellent opportunity for a highly organized individual with a background in funds management or administration to support a small but high performing busy sales team.

As a Sales Support Associate you will provide critical support to both the wholesale and institutional sales teams. Your role will involve assisting in client servicing, preparing presentations, generating reports, and managing CRM systems. You will act as a liaison between internal teams and external clients, ensuring smooth communication and efficient operations.

Role Responsibilities

• Assist the wholesale and institutional sales teams with administrative tasks, client requests, and data management.
• Prepare sales presentations, pitch books, and client reports and to assist with RFI/RFP requests and maintenance of local documents.
• Maintain and update CRM systems and ensure accurate tracking of client interactions.
• Coordinate meetings and follow-up actions with internal stakeholders and external clients/platforms and vendors.
• Support the team in product research, market analysis, competitor benchmarking and managing of external vendors including appointed Responsible Entities andtrustees.

Key Capabilities

• Prior experience in funds management or funds administration, e.g. candidates with a transfer agency or fund investor services background
• Strong attention to detail and excellent organizational skills.
• Ability to multi task and prioritize
• Proficiency in Microsoft Office Suite (Excel, PowerPoint) and CRM software.
• Strong communication and interpersonal skills.

About Columbia Threadneedle Investments

Working at Columbia Threadneedle Investments you'll find growth and career opportunities across all of our businesses.

We're intentionally built to help you succeed. Our reach is expansive with a global team of 2,500 people working together. Our expertise is diverse with more than 650 investment professionals sharing global perspectives across all major asset classes and markets. Our clients have access to a broad array of investment strategies, and we have the capability to create bespoke solutions matched to clients' specific requirements.

Columbia Threadneedle is a people business and we recognise that our success is due to our talented people, who bring diversity of thought, complementary skills and capabilities. We are committed to providing an inclusive workplace that supports the diversity of our employees and reflects our broader communities and client-base.

We appreciate that work-life balance is an important factor for many when considering their next move so please discuss any flexible working requirements directly with your recruiter.

Full time

Permanent

Sales