Client Service Consultant Wealth

1 week ago

Sydney, New South Wales, Australia Macquarie Bank Limited Full time

Administration & Support, Retail BankingJoin 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 environmentHigh accuracy and typing skills for effective use of live chat platformsCritical thinking skills to navigate and resolve complex client issues, providing advice on our products and servicesExcellent customer service skills with empathy and timely query resolution What we offer Hybrid and flexible working arrangementsOne wellbeing leave day per year and up to five additional days based on tenureUp to 20 weeks paid parental leave and support for transitioning to parenthoodPaid volunteer leave and donation matchingBenefits supporting physical, psychological, and financial wellbeingAccess 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.

  • Client Services Manager

    1 week ago

    Sydney, New South Wales, Australia Allied Wealth Full time $90,000 - $120,000 per year

    About the roleThis part-time Client Services Manager role at Allied Wealth offers an exciting opportunity to join a leading financial planning firm in the heart of Sydney. As Client Services Manager, you will be responsible for providing exceptional client support and managing day-to-day operations, helping to ensure the continued growth and success of the...

  • Client Service Consultant

    2 weeks ago

    Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Administration & Support, Retail BankingJoin 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...

  • Client Service Consultant

    4 weeks ago

    Sydney, New South Wales, Australia Buscojobs 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...

  • Client Service Consultant

    2 weeks ago

    Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Administration & Support, Retail BankingJoin 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...

  • Client Service Consultant

    1 week ago

    Sydney, New South Wales, Australia Buscojobs Full time

    Administration & Support, Retail BankingJoin 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...

  • Client Service Consultant

    6 days ago

    Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Administration & Support, Retail BankingJoin 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...

  • Client Service Consultant

    12 hours ago

    Sydney, New South Wales, Australia Macquarie Bank Limited Full time

    Administration & Support, Retail BankingJoin 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...

  • Client Service Officer

    1 week ago

    Sydney, New South Wales, Australia Secure Wealth Advisers Full time $60,000 - $80,000 per year

    Client Service Officer  Full-Time (Junior to Senior)Location: Baulkham Hills, NSWCompany: Secure Wealth AdvisersAre you passionate about delivering exceptional client experiences and supporting a high-performing financial planning team? Secure Wealth Advisers, a well-established and respected financial planning firm with over 10 years of service, is seeking...

  • Wealth Services Expert

    6 days ago

    Sydney, New South Wales, Australia beBeeClientService Full time $90,000 - $130,000

    **Job Title:** Client Service ConsultantWe are seeking a skilled and empathetic individual to join our specialist Wealth division as a Client Service Consultant. As part of our national team of experts, you will be responsible for connecting with our clients and Financial Advisors, helping to resolve their issues quickly and with empathy.About the Role:

  • Client Services Consultant

    1 week ago

    Sydney, New South Wales, Australia Tenacity CX Full time $90,000 - $120,000 per year

    Tenacity CX are Australia's leading supplier of recruitment solutions to the Customer Experience and Contact Centre Industry. We are proud to partner with a prestigious global banking leader who is looking for Superannuation and Wealth experts to join their growing organisation on a permanent basis.**We are seeking customer focused and highly motivated...