Adviser Service Associate

1 month ago

Sydney, Australia Macquarie Group Limited Full time

We are seeking individuals looking to establish their career in Financial Services by joining a high performing team in the role of Adviser Service Associate.

As someone looking for long term growth, you will have the opportunity to learn about Private Bank operations from the ground up by supporting a team of experienced Client Service Associates and their aligned Private Bankers.

Key responsibilities include, but are not limited to:

- Timely completion of Client Service Associate and Adviser requests across a range of systems and processes
- Actively participating in team meetings with a ‘continuous improvement’ mind-set to better client and adviser outcomes
- Working collaboratively with peers to ensure requests are completed accurately and that client records are maintained appropriately.
- Establish and maintain relationships with internal stakeholders and departments
- Becoming a ‘go to’ person for all administration tasks with a continuous focus on our legislative, risk management and reputational responsibilities
- Ensure a high standard of communication with all clients and stakeholders

**About you**

To be successful in this role you will demonstrate high attention to detail, a willingness to learn and a passion for delivery of an excellent client experience. You will be able to work in a team environment and build strong working relationships with your peers to contribute to team goals.
- Strong attention to detail and organisational skills
- Operationally and procedurally minded with an outcome focus
- Ability to interpret client requests and provide appropriate solutions.
- The capacity and ability to take on a high level of responsibility and ownership to ensure tasks/objectives are satisfactorily completed
- Excellent communication and interpersonal skills
- A high level of tenacity and the ability to solve problems effectively and efficiently in a fast paced and dynamic environment
- Experience with Customer Relationship Management systems (e.g. Xplan, Siebel) would be advantageous
- The ability to analyse data and make data driven decisions.
- The ability to identify risks and demonstrate risk prevention practices.

You will enjoy the flexibility to choose how, where and when you work outside of core hours - flexibility is simply how we work in Banking & Financial Services at Macquarie.

**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 18,000+ employees and offices in 33 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-971762
- **Work type**: Permanent - Full time
- **Location**: Sydney
- **Category**: Junior, Administration & Support, Private Banking & Wealth Management
- **Group**: Banking and Financial Services
- **Division**: Wealth Management
- **Recruiter**: Sijia Dong
- **Opening Date**: 21/2/2023

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