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Client Service Associate

GraduateNo visa sponsorship
Macquarie logo

at Macquarie

Investment Banking

Posted 11 days ago

No clicks

**Client Service Associate (ID: 23942)** Provide client service and administrative support to Macquarie Private Bankers in Sydney. Maintain client information in CRM, prepare client documentation, manage client onboarding, and assist in portfolio management. Offer a passion for exceptional client experience, relevant industry experience, strong attention to detail, and excellent stakeholder management skills. Join Macquarie for a fulfilling career with competitive benefits.

Compensation
Not specified AUD

Currency: $ (AUD)

City
Sydney
Country
Australia

Full Job Description

  • Jobs

  • Featured jobs

  • Back to search

Client Service Associate

Additional office locations
Sydney
Job ID
23942
Date
25-Aug-2026
Permanent - Full time, Entry level, Junior, Mid-level
Job category
Administration & Support
Apply now
Share
  • Email
Join our high performing team in Sydney 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.
We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, youre empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

Press space or enter keys to toggle section visibility

You will provide high-quality client service and administrative support to our Bankers and clients alike. This includes answering queries and providing information across the broader Banking and Financial services division to enable swift resolution. 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

Press space or enter keys to toggle section visibility

  • 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
  • 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

Press space or enter keys to toggle section visibility

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

Press space or enter keys to toggle section visibility

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.

Inclusion at Macquarie

Press space or enter keys to toggle section visibility

We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance. 


We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.

Client Service Associate

Compensation

Not specified AUD

City: Sydney

Country: Australia

Macquarie logo
Investment Banking

11 days ago

No clicks

at Macquarie

GraduateNo visa sponsorship

**Client Service Associate (ID: 23942)** Provide client service and administrative support to Macquarie Private Bankers in Sydney. Maintain client information in CRM, prepare client documentation, manage client onboarding, and assist in portfolio management. Offer a passion for exceptional client experience, relevant industry experience, strong attention to detail, and excellent stakeholder management skills. Join Macquarie for a fulfilling career with competitive benefits.

Full Job Description

  • Jobs

  • Featured jobs

  • Back to search

Client Service Associate

Additional office locations
Sydney
Job ID
23942
Date
25-Aug-2026
Permanent - Full time, Entry level, Junior, Mid-level
Job category
Administration & Support
Apply now
Share
  • Email
Join our high performing team in Sydney 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.
We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, youre empowered to shape a career that is fulfilling and creates value. You will bring your insights and expertise to the task at hand and feel supported as you make your own kind of impact for a better future.

What role will you play?

Press space or enter keys to toggle section visibility

You will provide high-quality client service and administrative support to our Bankers and clients alike. This includes answering queries and providing information across the broader Banking and Financial services division to enable swift resolution. 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

Press space or enter keys to toggle section visibility

  • 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
  • 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

Press space or enter keys to toggle section visibility

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

Press space or enter keys to toggle section visibility

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.

Inclusion at Macquarie

Press space or enter keys to toggle section visibility

We are committed to providing an inclusive environment for all, where different experiences, skills and perspectives are valued and respected. Macquarie provides access to opportunities for all individuals regardless of race, colour, religion, sex, sexual orientation, national origin, age, disability, protected veteran status, genetic information, marital status, gender identity or any other characteristic or circumstance. 


We provide reasonable adjustments to individuals who may need support during the recruitment process and employment. If you require an adjustment, please let us know during the application process.