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Client Service Representative


Join our Client Services team and help us provide exceptional experiences to our Investors.

In this role, you will ensure delivery of service excellence to all clients whilst providing clear, accurate and timely responses (both verbal and written) to adviser and investor enquiries. Your remit will include responding to diverse queries across managed fund investments via phone and in writing along with ensuring timely confirmations in relation to trade instructions.

You will also possess the ability to prioritise and multi-task, within a diverse and fast-paced role, whilst striving for continuous improvement.

Your success will be measured by meeting individual and team KPIs, ensuring tasks are completed to a high standard and in a timely manner, as well as your ability to provide superior client experience.

There will be scope to broaden your responsibilities and collaborate with the Business Development Coordinator team where you will be responsible for supporting the Business Development Managers (BDMs) in achieving sales targets, generating activity and managing and developing relationships with key financial planning intermediaries. In addition, you will be ensuring that Business Development Manager’s diaries are booked to meet their KPIs

You will be client orientated, always striving to deliver on client needs and expectations and have excellent written and verbal communication skills, including an exceptional phone manner. Additional experience with, and knowledge of investment markets, issues and regulations would be advantageous. You will have strong problem-solving skills whereby you probe data and offer suggestions and ideas regarding how to tackle issues, and, you have effective time management and organisational skills including the ability to multi-task and prioritise work.

If you have a strong attention to detail, a focus on producing high-quality work, and you are motivated by continuous improvement and providing exceptional client experience, then this role would be a great fit, please apply now.

About Macquarie Asset Management

Macquarie Asset Management is a large scale, global asset manager, providing clients with access to a diverse range of capabilities and products across infrastructure, real estate, natural resources, private credit, fixed income, equities, multi-asset and liquid alternatives. As at 31 March 2020, Macquarie Asset Management has $A606.9 billion of assets under management.

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.

About Macquarie

A career at Macquarie means you’ll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world—whether it’s accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we’re empowering people to innovate and invest for a better future.

Our size and international presence means your work can take you anywhere—across business groups, disciplines, sectors and borders. With 15,000 employees and offices in 31 markets around the world, we’re a truly global organisation.

You’ll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You’ll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you’ll have the opportunity to make a difference.

Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, investment banking and principal investment.

Find out more at

Job no: MAM-954138
Work type: Full time
Location: Sydney
Category: Junior, Asset Management, Operations
Group: Macquarie Asset Management
Division: Macquarie Investment Mgmt
Recruiter: Tatiana Stepanova
Opening Date: