Client Service Associate â Private Bank
About the job
Join a high-performing team in Brisbane and provide exceptional client service and administrative support to Macquarie Private Bankers. This job is all about fostering strong client relationships and ensuring accurate information management, which is crucial for delivering outstanding service. The team values collaboration and encourages everyone to contribute ideas and drive outcomes.
You'll be responsible for
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Providing client service
Delivering high-quality client service and administrative support to Bankers and clients, including answering queries and providing information.đïž
Maintaining client information
Ensuring client information is accurate and maintained within the CRM, assisting with client documentation preparation.đ
Managing client onboarding
Facilitating the onboarding of new clients and assisting with ongoing portfolio and client management.Key criteria
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Client service experience
Demonstrated experience delivering exceptional client service in financial services.View
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Administrative support skills
Proven background in providing administrative support to financial advisors.View
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Wealth management knowledge
Solid understanding of financial products and platforms in wealth management.View
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