
at Macquarie
Investment BankingPosted 11 days ago
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**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
- City
- Sydney
- Country
- Australia
Currency: $ (AUD)
Full Job Description
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Client Service Associate
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
- 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.
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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Inclusion at Macquarie
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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.





