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Client Service Associate, Private Bank
4 months ago
An exciting opportunity currently exists for a Client Service Associate to join Macquarie Private Bank in Perth.
As a Client Service Associate, you will have the opportunity to provide high quality support to our advisers and clients alike. Typical tasks will include assisting advisers in the facilitation and execution of new and established client advice requirements and ongoing portfolio management, maintaining client records, documentation review, compliance management and client support. You will develop a strong understanding of other areas of the bank enabling the resolution of client queries.
To be successful in this position, you will have a passion for delivering an exceptional client experience and possess a strong motivation to build a career within Private Banking. You will ideally possess prior experience supporting advisors within the Wealth Management industry and have a solid understanding of the workings of financial products and platforms as well as industry trends. With a high attention to detail and a willingness to learn, you will have the ability to work in a team environment and build strong working relationships with your peers to contribute to team goals. You will enjoy seeing a task through to completion, possess exceptional time management and organisational skills and have the ability to be innovative. In addition, you will be an exceptional communicator with strong stakeholder management skills and relish working in a fast paced environment.
**About Banking and Financial Services**
Banking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to retail clients, advisers, brokers and business clients.
**Our commitment to Diversity, Equity and Inclusion**
The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you'll be encouraged to be yourself and supported to perform at your best. If our purpose of ‘empowering people to innovate and invest for a better future’ is as inspiring to you as it is to us, please apply. With the right technology, support and resources, our people can work in a range of flexible ways.
**About Macquarie**:
A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.
Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 19,200+ employees and offices in 34 markets around the world, we’re a truly global organisation.
You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.
Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, specialist advisory, capital raising and principal investment.
**Job no**: BFS-966596
- **Work type**: Permanent - Full time
- **Location**: Perth
- **Category**: Junior, Administration & Support, Operations, Private Banking & Wealth Management
- **Group**: Banking and Financial Services
- **Division**: Wealth Management
- **Recruiter**: Sijia Dong
- **Opening Date**: 10/5/2023
