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Wealth Service Consultant

Primary office location
Sydney
Additional office locations
Melbourne
Date
15-May-2025
Permanent - Full time, Junior
Job category
Administration & Support, Retail Banking
Our dynamic Client Service Wealth team are the friendly and knowledgeable connection between our clients and Financial Advisors, handling communications predominantly through our interactive live chat platform and phone calls.
At Macquarie, our advantage is bringing together diverse people and empowering them to shape all kinds of possibilities. We are a global financial services group operating in 31 markets and with 56 years of unbroken profitability. You’ll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.

What role will you play?

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As a Client Service Consultant within our wealth division, you will be responsible for working alongside and communicating with Financial Advisors to assist with delivery of financial products and services. You will showcase your ability to ask insightful questions and provide effective solutions on behalf of clients through live chat and outbound calls with Advisors. Additionally, you will identify and escalate issues to supervisors, including opportunities for enhancing our best practice guides, and direct queries to the appropriate support teams.

What you offer

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  • Experience within financial services contact centre environment, including superannuation and wealth management
  • Exceptional communication skills, with a proven high level of accuracy and typing skills
  • Demonstratable critical thinking skills to navigate and resolve multifaceted client issues by providing advice on our products and services
  • Excellent customer service skills with the ability to be empathetic and resolve queries in a timely manner
  • Ability to work effectively in a fast-paced environment while being mindful of targets

We love hearing from anyone inspired to build a better future with us, if you're excited about the role or working at Macquarie we encourage you to apply.

About Banking and Financial Services

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Banking and Financial Services is our technology-driven retail bank. You will be part of a team that supports clients to achieve their full potential - whether that’s buying a home, growing a business or investing to manage wealth.

Our commitment to diversity, equity and inclusion

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We are committed to fostering a diverse, equitable and inclusive workplace. We encourage people from all backgrounds to apply and welcome all identities, including race, ethnicity, cultural identity, nationality, gender (including gender identity or expression), age, sexual orientation, marital or partnership status, parental, caregiving or family status, family and domestic violence status, neurodiversity, religion or belief, disability, or socio-economic background. We welcome further discussions on how you can feel included and belong at Macquarie as you progress through our recruitment process. To learn more, contact our team by clicking here.

Our aim is to provide reasonable adjustments to individuals who may need support during the recruitment process and through working arrangements. If you require additional assistance, please let us know in the application process.

Learn more about Macquarie

Our people blog

Diversity, equity and inclusion

Benefits and wellbeing

Recruitment process