Wealth Service Consultant

Join to apply for the Wealth Service Consultant role at Macquarie Group Join to apply for the Wealth Service Consultant role at Macquarie Group Get AI-powered advice on this job and more exclusive features.

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?

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

Experience within financial services contact centre environment, including superannuation and wealth managementExceptional communication skills, with a proven high level of accuracy and typing skillsDemonstratable critical thinking skills to navigate and resolve multifaceted client issues by providing advice on our products and servicesExcellent customer service skills with the ability to be empathetic and resolve queries in a timely mannerAbility 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

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

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. Seniority levelSeniority levelEntry levelEmployment typeEmployment typeFull-timeJob functionJob functionConsulting, Information Technology, and SalesReferrals increase your chances of interviewing at Macquarie Group by 2x

Get notified about new Service Consultant jobs in Sydney, New South Wales, Australia.

North Sydney, New South Wales, Australia 1 month ago

Customer Service Consultant - Inbound callsSydney, New South Wales, Australia 3 weeks ago

Parramatta, New South Wales, Australia 1 week ago

Customer Service Consultant (all genders)Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 5 days ago

Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 1 day ago

Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 1 day ago

Customer Service Representative @ health techSydney, New South Wales, Australia 5 days ago

Sydney, New South Wales, Australia 3 hours ago

Sydney, New South Wales, Australia 2 days ago

Customer Care Coordinator, Australia & New ZealandSydney, New South Wales, Australia 1 day ago

Sydney, New South Wales, Australia 2 days ago

Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 2 days ago

Sydney, New South Wales, Australia 5 days ago

Sydney, New South Wales, Australia 4 weeks ago

Sydney, New South Wales, Australia 1 month ago

Sydney, New South Wales, Australia 5 days ago

Sydney, New South Wales, Australia 3 weeks ago

Customer Care Coordinator, Australia & New ZealandSydney, New South Wales, Australia 1 day ago

Customer Service Officer (Unibuy Consultant)Sydney, New South Wales, Australia 2 weeks ago

North Ryde, New South Wales, Australia 3 weeks ago

Surry Hills, New South Wales, Australia 1 day ago

Sydney, New South Wales, Australia 5 days ago

Brookvale, New South Wales, Australia 5 days ago

North Sydney, New South Wales, Australia 2 weeks ago

Sydney, New South Wales, Australia 5 days ago

Double Bay, New South Wales, Australia 3 days ago

We're unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

J-18808-Ljbffr