Client Service Associate

Macquarie Group; Sydney; Hybrid; AUD 60,000 - 80,000; Full time

Benefits offered by this job

Wellbeing leave

Parental leave

Volunteer leave

Hybrid work arrangements

Equipment reimbursement

Job summary

Macquarie Group in Sydney is seeking a proactive client service and administrative support professional to back our Private Bankers. You will help manage client information in our CRM, prepare agreements and letters, and assist with onboarding and portfolio implementation.

This role offers exposure to the Banking and Financial Services team, a collaborative culture, and hybrid working arrangements. You will build relationships with clients and advisers while developing your knowledge of private

Qualifications

• Experience supporting advisors within Wealth Management or Financial Services is preferred.
• Strong attention to detail and stakeholder management skills are essential.
• Willingness to learn and a proactive mindset are important.
• Excellent time management and organisational abilities are expected.

Responsibilities

• Provide high-quality client service and administrative support to Macquarie Private Bankers.
• Ensure client information is accurate in the CRM and assist with onboarding and portfolio implementation.
• Prepare client documentation including Client Service Agreements and Records of Advice.
• Support ongoing client management and relationship administration across the Private Banking team.

Skills

Client service

Administrative support

Stakeholder management

Time management

Financial products knowledge

Education

Business-related tertiary qualification

Job description

Join our high performing team in Sydney 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?

You will provide high-quality client service and administrative support to our Bankers and clients alike. This includes answering queries and providing information across the broader Banking and Financial services division to enable swift resolution. 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

• 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
• Prior experience supporting advisors within the Wealth Management, Financial Services or relevant industry experience with a solid understanding of the workings of financial products and platforms
• High attention to detail, a willingness to learn and strong stakeholder management skills
• A proactive mind set and excellent time management skills
• Tertiary qualifications in a business-related discipline is valuable.

What We Offer

Benefits

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

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

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.