Overview
Join our specialist Wealth division 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.
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 utilise our range of advanced systems to manage communication via live chat and phone call. You will showcase your ability to ask insightful questions and provide effective solutions on behalf of our clients, making a real impact in resolving matters in real time. Additionally, you will identify and escalate issues to supervisors, as well as look for opportunities to enhance our best practice guides, and direct queries to the appropriate support teams.
What You Offer
- 1+ years experience within wealth management, superannuation or related fields, within a contact centre environment
- Proven high level of accuracy and typing skills that will allow you to perform to a high standard when using live chat platforms
- Demonstrable 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.
What We Offer
Benefits
- 1 wellbeing leave day per year
- Up to 5 additional service bonus leave days per year
- Up to 20 weeks’ paid parental leave for primary caregivers along with 12 days of transition leave upon return to work, and 6 weeks’ paid leave for non-primary caregivers
- 2 days of paid volunteer leave and donation matching
- Up to 12 months’ gender affirmation leave, including 6 weeks’ paid leave
- Access to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinations
- Access to a wide range of salary packaging options
- Access to a wide range of learning and development opportunities, including reimbursement for skilled membership or subscription
- Hybrid and flexible working arrangements, dependent on role
- Reimbursement for work from home equipment
About 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 level
- Entry level
Employment type
- Full-time
Job function
- Other
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📌 Client Service Consultant - Wealth
🏢 Macquarie Group
📍 Melbourne