Private Banking Client Services Associate

Macquarie Bank Limited; Australia; On-site; AUD 55,000 - 75,000; Full time

Benefits offered by this job

Wellbeing leave

Parental leave

Volunteer leave

Learning & development

Hybrid/flexible working

Job summary

Macquarie Bank Limited in Sydney invites applications for an entry to mid-level client service and administrative support role. You will assist Private Bankers with queries and documentation, enabling smooth onboarding and portfolio implementation.

You will help maintain client information in the CRM and support preparation of Client Service Agreements and related records, contributing to ongoing client relationship management.

Qualifications

• Experience providing client service in Banking/Wealth Management is beneficial.
• Experience with CRM systems and client documentation processes is advantageous.
• Ability to manage multiple tasks with attention to detail and timelines.

Responsibilities

• Provide high-quality client service and administrative support to Private Bankers.
• Assist with onboarding of new clients and portfolio implementation.
• Prepare client documentation including Client Service Agreements and Records of Advice.
• Maintain accurate client information in the CRM and support ongoing client management.

Skills

Client service

Administrative support

Stakeholder management

Time management

Attention to detail

Proactive mindset

Education

Business-related tertiary qualification

Job description

Macquarie Bank Limited in Sydney invites applications for an entry to mid-level client service and administrative support role. You will assist Private Bankers with queries and documentation, enabling smooth onboarding and portfolio implementation.

You will help maintain client information in the CRM and support preparation of Client Service Agreements and related records, contributing to ongoing client relationship management.