
Client Service Associate – Private Bank
1 week ago
Join our high performing team in Brisbane and provide client service and administrative support to a dedicated team of Macquarie Private Bankers. You will become familiar with the Private Bank clients, as well as the process of advising and portfolio construction.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You'll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives 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 valuable.
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.
What we offer
At Macquarie, you're empowered to shape a career that's rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:
- 1 wellbeing leave day per year
- Up to 5 additional service bonus leave days per year
- Up to 20 weeks' paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks' paid leave for non-primary caregivers
- 2 days of paid volunteer leave and donation matching
- Up to 12 months' gender affirmation leave, including 6 weeks' paid leave
- Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
- Access to a wide range of salary packaging options
- Access to a wide range of learning and development opportunities, including reimbursement for professional membership or subscription
- Hybrid and flexible working arrangements, dependent on role
- Reimbursement for work from home equipment
About Banking and Financial Services
Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that's buying a home, growing a business or investing to manage wealth.
Our commitment to diversity, equity and inclusion
We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team by clicking here.
Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.
-
Relationship Executive, Private Bank
3 days ago
Brisbane, Queensland, Australia Bank of Queensland Full time $80,000 - $120,000 per yearAbout the RoleThe Private Banking team in Brisbane are seeking a Relationship Executive to join them on a permanent basis, based out of the Newstead office The role of the Relationship Executive Private Bank is to manage a portfolio of clients and support the delivery of their financial needs. The Relationship Executive Private Bank will be supported by a...
-
Relationship Executive Private Bank
3 days ago
Brisbane, Queensland, Australia Bank of Queensland Full time $80,000 - $120,000 per yearAbout the RoleThe Private Banking team in Brisbane are seeking a Relationship Executive to join them on a permanent basis, based out of the Newstead office The role of the Relationship Executive Private Bank is to manage a portfolio of clients and support the delivery of their financial needs. The Relationship Executive Private Bank will be supported by a...
-
Private Banker
3 days ago
Brisbane, Queensland, Australia Commonwealth Bank of Australia Full time $120,000 - $250,000 per yearCommonwealth Private strives to provide outstanding personal service and trusted advice to high-net-worth individuals who have the intention to invest or borrow at least AU$2.5million. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment...
-
Associate - Institutional Banking Operations
3 days ago
Brisbane, Queensland, Australia Commonwealth Bank of Australia Full time $60,000 - $80,000 per yearDo work T hat Matters .Institutional Banking Client Services (IBCS) is a dynamic, multi-faceted operations team that partners with Institutional Banking and Markets ( IB&M ) to deliver Transaction Banking solutions to Institutional Banking and Corporate clients.This is a great entry level role into Operations and learning about corporate and institutional...
-
Associate - Institutional Banking Operations
4 days ago
Brisbane, Queensland, Australia Commonwealth Bank of Australia Full time $60,000 - $80,000 per yearDo work That Matters. Institutional Banking Client Services (IBCS) is a dynamic, multi-faceted operations team that partners with Institutional Banking and Markets (IB&M) to deliver Transaction Banking solutions to Institutional Banking and Corporate clients. This is a great entry levelrole into Operations and learning about corporate and...
-
Relationship Executive, Private Bank
3 days ago
Brisbane, Queensland, Australia BOQ Group Full time $80,000 - $120,000 per yearAbout The RoleThe Private Banking team in Brisbane are seeking a Relationship Executive to join them on a permanent basis, based out of the Newstead office The role of the Relationship Executive Private Bank is to manage a portfolio of clients and support the delivery of their financial needs. The Relationship Executive Private Bank will be supported by a...
-
Brisbane, Queensland, Australia VISIS Private Wealth Full time $80,000 - $120,000 per yearAbout the roleWe are seeking an ambitious Associate Adviser, with an aspiration to be a Financial Adviser, to join our award winning wealth management team at VISIS Private Wealth in Brisbane. As an Associate Adviser you will work within a dedicated team to provide premium wealth management advice and service to Executives and HNW clients. This is a...
-
Client Services Senior Associate
4 weeks ago
Brisbane, Queensland, Australia AUSIEX Full timeJoin to apply for the Client Services Senior Associate role at AUSIEX.We are AUSIEX. With over 25 years of experience in the local market and the backing of a multinational trading technology powerhouse, we specialise in equities execution, clearing & settlement services, and equities administration for financial intermediaries. Since 1994, we've used our...
-
Client Services Senior Associate
4 weeks ago
Brisbane, Queensland, Australia AUSIEX Full timeJoin to apply for the Client Services Senior Associate role at AUSIEX.We are AUSIEX. With over 25 years of experience in the local market and the backing of a multinational trading technology powerhouse, we specialise in equities execution, clearing & settlement services, and equities administration for financial intermediaries. Since 1994, we've used our...
-
Brisbane, Queensland, Australia Westpac Institutional Bank Full time $80,000 - $120,000 per yearJob DescriptionBuild your best future with Westpac as an Associate / Senior Associate within the WIB Real Estate team, based in Brisbane QLD.What's the role?As an Associate / Senior Associate Property QLD, you will be a part of WIB's QLD Real Estate (RE) industry team, which supports the origination and execution of Property transactions within WIB.WIB's...