
at Macquarie
Investment BankingPosted 3 days ago
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**Client Service Associate | Private Bank** Provide exceptional client service and administrative support to Macquarie Private Bankers in Gold Coast. Duties include handling client queries, maintaining CRM records, preparing client documentation, managing onboarding, and facilitating portfolio implementation. Requirements: passion for client experience, prior industry experience, high attention to detail, strong stakeholder management, proactive mindset, time management skills, and tertiary qualifications. Join our inclusive team offering competitive benefits and flexible work arrangements.
- Compensation
- Not specified
- City
- Gold Coast
- Country
- Australia
Currency: Not specified
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Client Service Associate | Private Bank
What role will you play?
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What you offer
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- 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 are valuable.
What we offer
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- 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
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Our commitment to diversity, equity and inclusion
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