Client Service Associate Private Bank

2 weeks ago

Melbourne, Australia Macquarie Group Limited Full time

Join our high performing team in Melbourne and provide client service and administrative support to a dedicated team of Macquarie Private Bankers. You will have the opportunity to become familiar with the Private Bank clients, as well as the process of advising and portfolio construction.

At Macquarie, we are working to create lasting value for our communities, our clients and our people. We are a global financial services group operating in 34 markets and with 54 years of unbroken profitability. You’ll be part of a supportive team where everyone - no matter what role - contributes ideas and drive outcomes.

**What role will you play?**

You will provide high quality client service and administrative support to our Bankers and clients alike, including answering queries and providing information and working across the broader Banking and Financial services division to enable the resolution of client queries.

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 (RoAs). 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
- A 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 desirable

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

**Benefits**
- Hybrid and flexible working arrangements
- Wellbeing and service bonus leave
- Up to 20 weeks paid parental leave as well as benefits to support you as you transition to life as a working parent
- Paid volunteer leave and donation matching
- Range of benefits to support your physical, psychological and financial wellbeing

**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 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.

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-975978
- **Work type**: Permanent - Full time
- **Location**: Melbourne
- **Category**: Junior, Administration & Support, Private Banking & Wealth Management
- **Group**: Banking and Financial Services
- **Division**: Wealth Management
- **Recruiter**: Sijia Dong
- **Opening Date**: 21/2/2024

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