Job Description

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Client Service Associate - Macquarie Private Bank

Advertiser: Macquarie Group3.2391 out of 53.2 overall rating (184 employee reviews) More jobs from this company

Job Information

Job Listing Date
13 Oct 2020
Location
Sydney, CBD, Inner West & Eastern Suburbs
Work Type
Full Time
Classification
Banking & Financial Services, Financial Planning

Client Service Associate - Macquarie Private Bank

Take ownership of your career and join Macquarie Private Bank as a Client Service Associate based in Sydney.

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.

This is an exciting time to join our growing team where you can be a key driver in enacting change and influencing growth. We are committed to long term growth and this will open opportunities for career development in a forward thinking organisation that will invest in you.

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 

Macquarie understands the importance of diversity and inclusion - our long history of success has come from being different. At Macquarie we value the innovation and creativity that diversity of thought brings. The one thing we all have in common is our focus on high performance. If you're capable, motivated and can deliver, we want you on our team. 

We recognise that flexibility comes in a variety of forms. Talk to us about what flexibility you need.

 

Take ownership of your career and join Macquarie Private Bank as a Client Service Associate based in Sydney.

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.

This is an exciting time to join our growing team where you can be a key driver in enacting change and influencing growth. We are committed to long term growth and this will open opportunities for career development in a forward thinking organisation that will invest in you.

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 

Macquarie understands the importance of diversity and inclusion - our long history of success has come from being different. At Macquarie we value the innovation and creativity that diversity of thought brings. The one thing we all have in common is our focus on high performance. If you're capable, motivated and can deliver, we want you on our team. 

We recognise that flexibility comes in a variety of forms. Talk to us about what flexibility you need.

 

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