Client Service Associate - Private Bank
About the job
This job is about joining a high-performing team in Sydney to provide exceptional client service and administrative support to Macquarie Private Bankers. Your contributions will play a vital role in enhancing client relationships and ensuring smooth operations within the Banking and Financial Services division. The team values collaboration and encourages everyone to share ideas and drive positive 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.đïž
Managing client information
Ensuring client information is accurate and maintained within the CRM system.đ
Preparing documentation
Assisting with the preparation of client documentation including agreements and letters.Key criteria
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Client service experience
Demonstrated experience delivering exceptional client service in financial services.View
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Wealth management knowledge
Solid understanding of financial products and platforms in wealth management.View
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Administrative support skills
Experience managing client documentation and CRM systems effectively.View
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