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Account Coordinator - Financial Services


Location: Adelaide

Job Type: Full time


Job Requisition ID: 32204

  • An exceptional opportunity in an organisation that puts people first
  • Exciting opportunity to work with Lead Client Service Partners and contribute to a high performing team
  • Flexible working options

What will your typical day look like?

This role is supporting two of the firm’s Top 20 (T20) accounts in the insurance sector. Although these clients are based in Brisbane and Sydney, the role can be based anywhere across Australian capital cities. Working as an Account Coordinator, you will be a key part of the Strategic Clients team at Deloitte. The role works closely with the Lead Client Service Partners, Strategic Client Account Managers, senior Partners and national Client Service Teams (CST) to make an impact that matters to their clients.

Key responsibilities

Playing a critical role in bringing the best of the firm to our CST and external clients, you will responsible for the day-to-day coordination and delivery of account management activities, including:

  • Developing consistent high-quality account financial and pipeline performance reports and relevant client information,
  • Coordinating CST meetings using virtual tools,
  • Assisting in the delivery of campaigns, relationship programs and events,
  • Managing the requests from various commercial frameworks, panels and supporting in bid activities,
  • Managing the Teams site, CRM and pipeline system,
  • Developing internal communications and support client feedback by coordinating client interviews, win / loss debriefs and sharing information and insights,
  • Collaborating with the account management community to build and leverage best practice and provide support for special project work as required.

About the team:

The Marketing, Communications and Business Development (MCBD) team are also known as Deloitte’s creative heartbeat. We are 200+ like-minded experts committed to thinking outside of the box and taking fresh perspectives. We develop and bring to life ideas and strategies that build Deloitte’s brand eminence and market position. Our unparalleled marketing, business development, design and social expertise allows us to make a difference across everything we do.

Enough about us, let’s talk about you.

You are someone with:

  • Relevant tertiary qualifications or equivalent work experience
  • Demonstrable experience in project management or working in a complex client service team within a professional services firm environment
  • Strong excel and data analysis and PowerPoint skills
  • Proven track record being a key member of a high-performing team
  • Strong understanding of CRM systems and pipeline management
  • Experience working within a professional services environment (or a similar complex matrix structure)
  • Stakeholder Management skills
  • Excellent communication and interpersonal skills
  • Strong decision-making ability and capacity to exercise sound judgement and diplomacy
  • Strong commercial business acumen
  • Ability to thrive in a fast-paced, agile, virtual work environment
  • Insurance/Finance sector knowledge and/or experience will be highly regarded

Why Deloitte?

At Deloitte, we create positively differentiated work experiences that enable our people to feel valued and achieve their full potential. Deloitte Australia opens the door to a career that can cross borders virtually and physically across Asia Pacific to gain experience and access projects beyond Australia’s borders. We value difference, and embrace people with diverse backgrounds, experiences, gender identities, abilities and thinking styles. Knowing that people work best in a variety of ways, we are happy to discuss alternative arrangements if the working pattern you are looking for is not specifically indicated.

We’re committed to continually building a safe and respectful workplace, where all our people feel appreciated and accepted. Through the creation of endorsed employee-led diversity networks which promote cultural, disability, LGBTI+, Aboriginal and Torres Strait Islander people and gender equality, we’re leading the way to shape an environment where everybody can thrive.

We are proud to have been recognised for our efforts in inspiring change and accelerating progress – check out our careers site for recent recognition in this space.

Next Steps

Sound like the sort of role for you? Apply now!

By applying to this job, you will be assessed against the Deloitte Global Talent Standards. We’ve designed these standards to provide our clients with a consistent and exceptional Deloitte employee experience globally.

At Deloitte, we know we’re at our best when we look out for one another; prioritise respect, fairness, development and wellbeing; foster an inclusive culture and embrace diversity in all forms. All qualified applicants will receive consideration for employment regardless of their background, experience, identity, ability or thinking style, and if you need assistance or an accommodation during the application process for accessibility reasons this is available upon request.

The preferred candidate will be subject to background screening by Deloitte or by their external third-party provider.