Adviser Service Associate

2 weeks ago


Brisbane, Australia Macquarie Group Limited Full time

Join our high performing team in Broadbeach and learn about Private Bank operations from the ground up by supporting a team of experienced Client Service Associates and their aligned Private Bankers.

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?

As the primary support to the team, you will work on a range of tasks including liaising with and assisting incoming visitors to the office, managing mail and courier requirements and ordering and replenishing kitchen and office supplies. You may also assist on client meetings and meeting preparations, and actively participate in team meetings with a ‘continuous improvement’ mind-set to improve client and adviser outcomes.

Other typical tasks will include assisting advisers and the broader Client Service Associate team with client advice requirements, maintaining client records, documentation review, compliance management and client support. You will work collaboratively with peers to ensure these are completed accurately and maintained appropriately.

**What you offer**
- Strong attention to detail and organisational skills
- Willingness to learn and a passion for delivery of an excellent client experience
- Ability to build strong working relationships with your peers to contribute to team goals
- Outcome focused and excellent communication and interpersonal skills

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 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-973527
- **Work type**: Permanent - Full time
- **Location**: Brisbane
- **Category**: Junior, Administration & Support, Private Banking & Wealth Management
- **Group**: Banking and Financial Services
- **Division**: Wealth Management
- **Recruiter**: Sijia Dong
- **Opening Date**: 06/6/2023


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