About this role
Client Service Associate at Macquarie. Location: Melbourne, Victoria, Australia. Role: managing onboarding, maintaining CRM, preparing documentation Requirements: Prior advisor-support experience in wealth/financial services, strong client-service focus, high attention to detail, stakeholder management, proactive time management, tertiary business qualification valued. Category: Customer Service Seniority: Entry Level Tools: CRM Commitment: Full Time Workplace: Hybrid Languages: English