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Associate/ Senior Associate - Financial Services Clients | Global Consulting Firm

Dalton Handley
10 August 2020

  • Highly successful global leader in B2B consulting
  • Genuine client facing role with the ability to manage strategic projects
  • Fast paced and intellectually stimulating with excellent training and development prospects
  • Candidates from coordinator through to adviser level are encouraged to apply

A global leader in B2B consulting is seeking an Associate or Senior Associate to join their Financial Services Client Solutions team in Sydney, a role that would suit an intelligent, driven, polished and ambitious candidate with a background in professional services business development, account management, research or analyst roles.

Thriving in what is an uncertain economic environment, the firm is committed to hiring key talent with a strong career development path supported by excellent training and career prospects.

The position is a key role within the firm in which you will be working with prestigious and sophisticated clients comprising of leading financial institutions. You will be responsible for delivering projects to clients, building relationships with consultants, and working with senior colleagues to maximise growth and impact. You will have the opportunity to progress quickly while working in a collaborative environment.

Role & Responsibilities

  • Executing time-sensitive projects for clients working within a specialised team – split by either industry or investment strategy
  • Leveraging the firm's network to match consultants with clients, based on the client’s needs
  • Daily interaction with experts to understand their capabilities and knowledge on specific client requests
  • Maintaining accountability and responsibility for client projects and the overall client experience
  • Enhancing your knowledge of your clients by building strong relationships with them
  • Growing the firm's network by recruiting new senior industry experts
  • Working with the Business Development team to grow revenue and ensure retention of existing accounts
  • Collaborating with Events, Strategic Projects and Survey teams to pitch and execute a wide range of products
  • Collaborating with senior team members to program virtual and live content events
  • Preparing for and attending client meetings

An ideal candidate will have the following:

  • Bachelor’s degree, or above
  • 1-5 years of work experience in client-facing, account management or analyst roles in industries including financial services, equity research, consulting, market research, recruiting, other professional services, or start-up environment
  • Demonstrated commercial acumen and interest in financial markets
  • Passion for problem-solving in a client servicing role
  • Successful track record working in a fast-paced, team environment
  • Ability to multi-task and prioritise activities effectively, while ensuring a high level of accuracy and attention to detail
  • Outstanding communication skills (oral and written) and ability to proactively engage senior professionals
  • Outstanding communication skills in English

For more information including a detailed job description, please get in touch with Charles Handley on +61 2 8042 7970 or email your CV to charles@daltonhandley.com.

Dalton Handley is an international recruitment company dedicated to sourcing business development, marketing and communications talent for professional services firms across Australia with key alliance partner recruitment companies in Asia and the United Kingdom. For more information visit our website

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