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Client Service Associate - Macquarie Private Bank

Macquarie Group - Brisbane City, QLD

Banking & Finance
Source: uWorkin


Back to job search Client Service Associate - Macquarie Private Bank


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An exciting 12 month contract currently exists for a Client Service Associate to join Macquarie Private Bank in Brisbane.

As a Client Service Associate, you will have the opportunity to provide high quality support to our Advisers and clients alike. Typical tasks will include assisting advisers in the facilitation and execution of new and established client advice requirements and ongoing portfolio management, maintaining client records, documentation review, compliance management and client support. You will develop a strong understanding of other areas of the bank enabling the resolution of client queries.

To be successful in this position, you will have a passion for delivering an exceptional client experience and possess a strong motivation to build a career within Private Banking. Your industry experience means you have a strong understanding of the workings of financial products and platforms as well as industry trends. With a high attention to detail and a willingness to learn, you will have the ability to work in a team environment and build strong working relationships with your peers to contribute to team goals. You will enjoy seeing a task through to completion, possess exceptional time management and organisational skills and have the ability to be innovative. In addition, you will be an exceptional communicator with strong stakeholder management skills and relish working in a fast paced environment.

About Banking and Financial Services

Banking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to retail clients, advisers, brokers and business clients.

Our commitment to Diversity and Inclusion

The diversity of our people is one of our greatest strengths, and in combination with our inclusive environment, it enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you'll be encouraged to be yourself and supported to perform at your best. If our purpose of ‘empowering people to innovate and invest for a better future’ is as inspiring to you as it is to us, please apply. With the right technology, support and resources, our people can work in a range of flexible ways.

We are committed to providing a working environment that embraces and values diversity and inclusion. We encourage candidates to speak with a member of our recruitment team if you require adjustments to our recruitment process to support you, and the type of working arrangements that would help you thrive.

Apply now Refer someone About Macquarie

A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.

Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 16,300+ employees and offices in 31 markets around the world, we’re a truly global organisation.

You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.

Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, investment banking and principal investment.

Find out more at www.macquarie.com/careers

Job no: BFS-956310
Work type: Full time, Maximum term
Location: Brisbane
Category: Mid-level, Junior, Administration & Support, Operations, Private Banking & Wealth Management
Group: Banking and Financial Services
Division: Wealth Management
Recruiter: Georgie Brown
Opening Date: 15/4/2021