at Macquarie
Investment BankingPosted 4 days ago
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**Client Service Associate (CSA) - 22717** Provide high-quality client service and administrative support to Macquarie Private Bankers. Key responsibilities include client queries, information management, and documentation preparation. Bring previous experience supporting advisors in wealth management, strong attention to detail, and a proactive mindset. Join our high-performing team, fostering strong client relationships, and driving exceptional client experiences. Tertiary qualifications in a business-related discipline are valuable. We encourage applications from diverse backgrounds, promoting equal opportunities and an inclusive workplace. Enjoy various benefits, including wellbeing leave, parental leave, and salary packaging options.
- Compensation
- Not specified
- City
- Melbourne
- Country
- Australia
Currency: Not specified
Full Job Description
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Client Service Associate
Additional office locations
Melbourne
Job ID
22717
Date
16-Jun-2026
Permanent - Full time,
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Join our high performing team 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. Youll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.
What role will you play?
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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. 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
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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, 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.
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
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At Macquarie, youre empowered to shape a career thats 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
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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 thats buying a home, growing a business or investing to manage wealth.
Our commitment to diversity, equity and inclusion
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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.
