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Job Title: Client Success Associate
Reporting to: Private Client Team
Employment Type: Full-time
Stropro is an investment platform that launched in December 2019, backed by VCs and private investors.
The platform has recently experienced exceptional growth and is looking to accelerate client acquisition. We are looking for a motivated, diligent and self-directed individual to support our distribution team. The role of Client Success Associate will require qualifying client prospects, demonstrating Stropro’s platform capabilities to prospective clients, the onboarding of accredited investors, responding and directing investor enquiries.
Stropro prides itself on its growing community of investors seeking alternative investment offerings. The platform delivers this by offering access to curated investment strategies from some of the world's largest investment banks. Over the last year, we have grown to over 900+ investors and have partnered with leading global investment banks and next-generation alternative fund managers.
Our investment products are responsive to investor needs. We offer enhanced income, growth and tactical global investment opportunities that unlock the portfolios of Australian investors. The founders and directors of Stropro co-invest alongside our clients and strive to deliver exceptional investment offerings from a risk & return perspective.
The ideal candidate would have an interest in financial markets, investing and the fintech landscape. Stropro is looking for a candidate who takes a high degree of ownership, values team collaboration and has a hunger for personal growth.
Here at Stropro everyone’s voice matters. We are here to develop strong talent who want to push the boundaries and help us achieve global scale.
If you feel you could make a significant contribution to our growth, we welcome you to apply and share more about yourself!
The role will involve the prospecting, qualifying and onboarding of accredited investors onto the Stropro platform.
The successful candidate’s key responsibilities include:
Digital communication with investors on the platform using a range of communications tools such as Live-Chat, Video-Chat, email and phone.
Build trust and rapport with new prospects and investors on the platform.
Educate investors about the company, our products and service offering.
Empower investors to become confident and engaged users of the platform through Platform Demonstrations.
Collect information from investor conversations which can assist the private client team to have informed conversations.
Respond to investor queries in a timely manner and resolve issues quickly.
Provide regular feedback to the business on the investor experience to help enhance technology and product teams to enhance features and the digital user experience.
Skill and Experience requirements:
3-5 years experience working in financial services roles, preferably within either wealth management, investment product management and/or client relationship management.
Experience at a fintech, wealth platform, e-commerce or technology enterprises where digital onboarding and engagement was the primary focus.
Knowledge in financial markets is desired but not necessary.
Experience in sales support within a fund manager, advisory firm, bank or superannuation fund would be desired..
A degree in finance or a relevant field from an accredited institution.
This role will include a salary and a bonus structure.
Based within a few hundred meters of Martin Place, the Stropro Office is centrally located within Sydney’s CBD. You will have access to our founders, board, investment committee and investor community. Stropro strongly supports flexible working arrangements.
How to apply?
Please send your application to email@example.com.
Application should include a short cover letter and your resume.