You will provide high-quality client service and administrative support to our Bankers and clients alike, including answering queries and providing information……
This includes answering queries and providing information across the broader Banking and Financial services division to enable swift resolution.…
Proven experience in a client service, administration or relationship management role. Drive key operational activities including client onboarding, calling in……
Located within assigned territory and able to cover a large number of customers virtually (call, meetings), via partners, as well as travel to visit local……
Genuine care for associates’ physical, emotional and financial wellbeing through our Employee Assistance Program. Relevant experience in a similar role.…
1-3 years relevant experience in financial services (preferably banking) or client services. Assisting with security and client static data maintenance and……
We’ll need you to have a current driver’s licence and reliable car, laptop and mobile phone. This may involve tasks including leasing, routine inspections,……
Preparing credit submissions for both new to bank and existing customers (including applications for new facilities, increases to existing facilities and/or……
Beyond itinerary design, you will embed yourself in your local community - building a strong personal brand, nurturing meaningful relationships, and growing……
Develop product knowledge - a wide range of credit products including loans, derivatives, trade finance, cash management and treasury products.…
You will help and support to drive innovation, build differentiated solutions, and define new customer experiences for our customers (and customers, customers).…
Benefit from a best-in-class professional development program, flexible work, leadership programs, study support, paid-parental leave, salary packaging and a……
In addition, you will have a proven ability to work autonomously, strong client service skills, high attention to detail and strong analytical and problem……
Proactive and technically competent administration of Defence relocation policy & entitlements ensuring benefits and entitlements are in accordance with policy……
Competitive salary package, flexible working options, and access to a range of employee benefits (including wellbeing support and employee discounts).…
Enjoy flexible working options to manage your personal and family priorities, along with dedicated leave for wellbeing and community engagement.…
Beyond itinerary design, you will embed yourself in your local community - building a strong personal brand, nurturing meaningful relationships, and growing……
With a diverse range of capabilities including strategic advice on superannuation and retirement planning, general investment, asset protection, insurance, tax……
An appropriate tertiary qualification in Science, Environmental Science, Environmental Management, Natural Resources or in another related field.…
Skilled in cultivating strong customer relationships and creating meaningful connections with potential and current clients. 25 paid vacation days per year.…
Have a degree in environmental science, engineering, or a related field. Possess excellent project management, communication, and analytical skills.…
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.
We are a global financial services group operating in 30 markets with 57 years of unbroken profitability. At Macquarie, you’re 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?
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
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
At Macquarie, you’re empowered to shape a career that’s 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
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 that’s buying a home, growing a business or investing to manage wealth.
Our commitment to diversity, equity and inclusion
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.
The minimum salary is $62K and the max salary is $69K.
$62K – $69K/yr (Glassdoor Est.)
$65K
/yr Median
Melbourne
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