Client Service Associate

Macquarie Bank Limited; City of Melbourne; On-site; AUD 60,000 - 90,000; Full time

Benefits offered by this job

Wellbeing leave

Parental leave

Volunteer leave

Learning and development opportunities

Hybrid and flexible working

Job summary

Macquarie Bank Limited is seeking a Junior to Mid-level Client Service and Administrative Assistant to support Private Bankers in Melbourne. You will handle client inquiries, assist with onboarding, and help with portfolio documentation.

You will maintain client information in CRM, prepare client service agreements and letters, and coordinate across Banking and Financial Services to resolve queries. The role offers a structured career path and hybrid working arrangements.

Qualifications

• Minimum 12 months experience supporting advisors in Wealth Management or Financial Services
• Strong client relationship skills and ability to deliver an exceptional client experience
• High attention to detail and strong stakeholder management
• Willingness to learn and proactive time management
• Tertiary qualifications in a business-related discipline are valuable

Responsibilities

• Provide high-quality client service and administrative support to Bankers and clients
• Answer queries and provide information; assist with resolution of client queries
• Maintain accurate client information in CRM and assist with preparation of client documentation
• Assist with onboarding of new clients and facilitating portfolio implementation
• Support ongoing portfolio and client management and handle administrative tasks related to client relationships

Skills

Client service

Administrative support

CRM management

Stakeholder management

Time management

Education

Tertiary qualifications in business-related discipline

Tools

CRM software

Job description

Permanent - Full time, Junior, Mid-level

Join our high performing team and provide client service and administrative support to a dedicated team of Macquarie Private Bankers. You will become familiar with the Private Bank clients, as well as the process of advising and portfolio construction.

We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

Press space or enter keys to toggle section visibility

You will provide high-quality client service and administrative support to our Bankers and clients alike, including answering queries and providing information and working across the broader Banking and Financial services division to enable the resolution of client queries. You will be responsible for ensuring client information is accurate and maintained within our CRM and assist with the preparation of client documentation including Client Service Agreements, Wholesale Client Letters, File Notes, Records of Advice. Along with managing the onboarding of new clients, facilitating portfolio implementation, and assisting with ongoing portfolio and client management you will also facilitate all administrative aspects associated with supporting the client relationship.

What you offer

Press space or enter keys to toggle section visibility

• Prior experience (minimum 12 months) supporting advisors within the Wealth Management, Financial Services or relevant industry experience with a solid understanding of the workings of financial products and platforms.
• Passion for delivering an exceptional client experience and the ability to foster strong client relationships with a strong motivation to build a career within Private Banking.
• A high attention to detail, willingness to learn and strong stakeholder management skills.
• A proactive mind set and excellent time management skills.
• Tertiary qualifications in a business-related discipline are valuable.

What we offer

Press space or enter keys to toggle section visibility

At Macquarie, you’re empowered to shape a career that’s rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

• 1 wellbeing leave day per year
• Up to 5 additional service bonus leave days per year
• Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non-primary caregivers
• 2 days of paid volunteer leave and donation matching
• Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
• Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
• Access to a wide range of salary packaging options
• Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
• Hybrid and flexible working arrangements, dependent on role
• Reimbursement for work from home equipment

About Banking and Financial Services

Press space or enter keys to toggle section visibility

Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that’s buying a home, growing a business or investing to manage wealth.

Inclusion at Macquarie

Press space or enter keys to toggle section visibility

We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance.

We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.