Retail Client Service Associate

Retail Client Service Associate Location: Sydney or Melbourne Full-time | Reports to: National Research Manager Challenger Limited is an ASX-listed investment management firm managing $123.9 billion in assets (as at 30 June 2025). Life with us is fast‑moving and always exciting. We are committed to providing smarter solutions for financial intermediaries and their clients. The Opportunity As a Retail Client Service Associate, you will play a key role in supporting the Customer Division’s objectives by ensuring timely, accurate, and high‑quality delivery of client information. You’ll work closely with internal stakeholders—including boutiques, ESG specialists, Compliance, IT, Operations and data teams—as well as external clients across the retail landscape. This role suits someone who is organised, curious, and confident working with data, reporting, deadlines and structured client requests. Key Responsibilities Partner with the Retail Client Service Manager (CSM) to prioritise workflow and deliver high‑quality responses to RFIs and RFPs. Complete Research House pre‑review tasks, including portal updates and RFI submissions. Provide ad‑hoc client servicing support, manage quantitative and qualitative information requests from retail clients and internal stakeholders, ensuring accuracy and timely delivery. Produce regular client reporting in line with required deadlines and portfolio requirements. Collaborate with Business Development and Strategic Account Associates to streamline information sharing and support client queries. Collaborate with Investment Analytics team to ensure data requirements are met and troubleshoot data errors. Liaise with affiliates, ESG specialists, and other internal teams to gather and verify data. Assist in improving processes and procedures to enhance the efficiency and quality of the retail client service function. Maintain key documents including investment staff spreadsheets and FSC materials. About You To succeed in this role, you should have a minimum three years in financial services with a good understanding of investment products. You’ll be highly organised, able to manage competing priorities and deliver to deadlines. Strong Excel (pivot tables, formulas, data organisation) and data analysis skills, with proficiency in Word. Comfortable using research portals, CRM systems, or similar tools. Strong communication and stakeholder management skills, with the ability to work effectively across multiple internal teams. Excellent attention to detail, particularly in data handling and documentation. A proactive approach to problem solving and analytical thinking skills. Proactively identifies opportunities to enhance efficiency and continuous improvement. Awareness of compliance requirements and commitment to accuracy in client servicing. Why Challenger? Competitive discretionary bonus scheme. 18 weeks paid parental leave for all new parents. Challenger Day – one extra day off every year to recognise the effort our people make. Additional support leave (fertility, gender affirmation). Extra superannuation contributions. Employee share plan. Employee Assistance Programme. Subsidised on‑site café and central location near Martin Place Metro. Access to free on‑site yoga, mindfulness and Pilates classes. Access to annual free flu shots & skin checks. Challenger's employee value proposition guides how we work: Grow and realise your potential, supporting each other, stronger together and making things happen. Our culture encourages curiosity, considered thinking and meaningful contribution, with opportunities to build a broad and rewarding career. We are committed to fostering a safe, inclusive and respectful workplace where people of all backgrounds, identities and ways of thinking can thrive, and promoting flexible working to support work‑life balance. Challenger is proud to be a Workplace Gender Equality Agency (WGEA) Employer of Choice for Gender Equality, a Family Friendly Workplace and recognised as a Bronze Employer in the Australian Workplace Equality Index (AWEI). Job type Permanent Posting Close Date 23/12/2025 #J-18808-Ljbffr