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Operations and Client Services Associate

Adelaide, Brisbane, Melbourne, Perth, Sydney

An exciting opportunity exists to join the Macquarie Virtual Adviser Network team as the Operations and Client Services Associate. Our team currently follow a hybrid working model with some days in office and some days at home. 

Macquarie Virtual Adviser Network exists to help financial advice business owners build successful and sustainable firms, which means more Australians can get better financial advice and realise their dreams. Our Virtual Adviser Network does this through structured strategic growth programs and workshops as well as peer-to-peer events where members share insights and build valuable relationships.

The primary focus of the Operations and Client Services Associate role is to do whatever it takes to ensure the members (business owners) have the best and most valuable experience of the programs and their membership. You will help deliver efficient, seamless administration and communication; prompt and effective response to any questions; compelling and intuitive online interactions and truly first-class workshop and conference experiences.

The Operations and Client Services Associate will work with and report to the Community & Operations Manager. There is also plenty of interaction with the rest of the close-knit Virtual Adviser Network team. As this role is client facing and will often be the go-to for members, polished client service skills and a passion for solving problems with a smile is a must. 

As the Operations and Client Services Associate you will be responsible for (but not limited to):

  • managing the onboarding process for all Virtual Adviser Network members
  • delivering the administration, community and in person experience for Virtual Adviser Network members
  • creating & delivering clear and compelling communication via emails, social media, online and in person
  • assisting with the development and delivery of member events
  • engaging with internal and external stakeholders to ensure an exceptional and scalable client experience.

About you

You will be a motivated, adaptable individual who enjoys working in a high performing team environment and engaging with a diverse range of stakeholders. If you thrive in delivering a premium client experience and helping to drive change and growth this will be an ideal opportunity.

To be successful in this role you will:

  • have high attention to detail and accuracy
  • be able to prioritise and multitask in a fast-paced environment
  • be proficient using Microsoft Office 365 and Salesforce
  • have strong initiative and be able to take ownership of tasks
  • be an exceptional communicator with excellent presentation and writing skills.

If you are ready for your next career move within a team that offers a truly innovative culture, please submit an application online.

About Banking and Financial Services

Banking and Financial Services is Macquarie’s retail banking and financial services business, providing a diverse range of personal banking, wealth management, business banking and vehicle finance products and services to retail clients, advisers, brokers and business clients. 

Our commitment to Diversity, Equity and Inclusion 

The diversity of our people is one of our greatest strengths. An inclusive and equitable environment enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you'll be encouraged to be yourself and supported to perform at your best. If our purpose of ‘empowering people to innovate and invest for a better future’ is as inspiring to you as it is to us, please apply. With the right technology, support and resources, our people can work in a range of flexible ways.

We are committed to providing a working environment that embraces and values diversity, equity and inclusion. We encourage candidates to speak with a member of our recruitment team if you require adjustments to our recruitment process to support you, and the type of working arrangements that would help you thrive.

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 18,000+ employees and offices in 33 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, specialist advisory, capital raising and principal investment.

Find out more at www.macquarie.com/careers

Job no: BFS-966470
Work type: Permanent - Full time
Location: Adelaide, Brisbane, Melbourne, Perth, Sydney
Category: Junior, Administration & Support, Marketing & Communications, Operations, Private Banking & Wealth Management
Group: Banking and Financial Services
Division: Wealth Management
Recruiter: Sijia Dong
Opening Date: