▷ [16/9/2025] Client Service Consultant | Wealth

6 days ago

Sydney, Australia Macquarie Bank Limited Full time

Administration & Support, Retail Banking

Join our specialist Wealth division with client support that offers market-leading integrated wealth solutions for advisers and their clients. As a Client Service Consultant, you’ll be part of a national team of experts, connecting with our clients and Financial Advisors, helping to resolve their issues quickly and with empathy.

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 work alongside and communicate with Financial Advisors to assist with the delivery of financial products and services. You will utilize our advanced systems to manage communication via live chat and phone calls. Your ability to ask insightful questions and provide effective solutions will help resolve client issues in real-time.

You will also identify and escalate issues to supervisors, look for opportunities to improve our best practice guides, and direct queries to support teams as needed.

What you offer

- 1+ year of experience in wealth management, superannuation, or related fields within a contact centre environment
- High accuracy and typing skills for effective use of live chat platforms
- Critical thinking skills to navigate and resolve complex client issues, providing advice on our products and services
- Excellent customer service skills with empathy and timely query resolution

What we offer

- Hybrid and flexible working arrangements
- One wellbeing leave day per year and up to five additional days based on tenure
- Up to 20 weeks paid parental leave and support for transitioning to parenthood
- Paid volunteer leave and donation matching
- Benefits supporting physical, psychological, and financial wellbeing
- Access to learning and development opportunities

About Banking and Financial Services

Banking and Financial Services is our technology-driven retail bank supporting clients to achieve their goals, whether buying a home, growing a business, or investing to manage wealth.

Our commitment to diversity, equity and inclusion

We foster a diverse, equitable, and inclusive workplace. We encourage applicants from all backgrounds and welcome all identities, including race, ethnicity, gender, age, sexual orientation, parental status, neurodiversity, religion, disability, or socio-economic background. We are committed to providing reasonable adjustments during recruitment and employment. For support, please contact our team during the application process.

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