Client Service Associate
Active / Open Until Filled
Apply NowClient Service Associate
Active / Open Until Filled
Apply NowJob role insights
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Date posted
August 25, 2026
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Closing date
Not Disclosed (Open Until Filled)
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Location
Sydney
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Salary
$80,750 - $136,000 /year
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Career level
Entry to Mid Level
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Experience
1 – 2 Years
Description
Macquarie Group is currently accepting applications for the role of Client Service Associate, based out of their corporate offices in Sydney, Australia. This appointment offers an exceptional opportunity to join a globally recognized financial organization that combines entrepreneurial empowerment, disciplined risk governance, and a merit-based career trajectory.
Banking and Financial Services delivers personal banking, wealth management, and business financial products, leveraging digital innovation to provide superior client experiences. In this role, the successful candidate will work alongside seasoned industry professionals to optimize mission-critical processes, manage risk effectively, and deliver commercially impactful solutions across key markets.
Opportunity Overview & Quick Facts
Key Responsibilities & Operational Scope
- Deliver high-impact high-quality client service and administrative support to our Bankers and clients alike.
- Coordinate and execute answering queries and providing information across the broader Banking and Financial services division to enable swift resolution.
- 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.
Candidate Profile & Required Qualifications
- 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.
- High attention to detail, a willingness to learn and strong stakeholder management skills.
- A proactive mind set and excellent time management skills.
- Tertiary qualifications in a business-related discipline is valuable.
What Macquarie Offers
- Market-Leading Rewards: Competitive base remuneration supplemented by performance-linked incentive programs.
- Flexible Work Frameworks: Modern hybrid working arrangements supporting professional productivity and personal balance.
- Professional Development: Clear internal mobility pathways, technical skill enhancement, and professional accreditation support.
- Comprehensive Wellbeing: Access to employee assistance programs, holistic healthcare coverage, and dedicated wellbeing initiatives.
- Global Network & Impact: Collaborative engagement with cross-border teams across the Americas, EMEA, and Asia-Pacific regions.
Core Competencies & Key Technical Focus
Apply Directly on Macquarie Careers Portal
This position is actively accepting candidate submissions. Access the official Macquarie Group recruitment platform to review comprehensive operational criteria and lodge your formal application.
