Private Banking Client Experience Specialist

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

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