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Client service consultant | wealth

Adelaide
Macquarie Group
Posted: 27 September
Offer description

OverviewJoin 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.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.ResponsibilitiesWhat role will you playAs 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 offer1 year + experience within wealth management, superannuation or related fields, within a contact centre environmentProven high level of accuracy and typing skills that will allow you to perform to a high standard when using live chat platformsDemonstrable 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 mannerWhat we offer1 wellbeing leave day per yearUp to 5 additional service bonus leave days per yearUp 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 caregivers2 days of paid volunteer leave and donation matchingUp to 12 months' gender affirmation leave, including 6 weeks' paid leaveAccess to Employee Assistance Program and wellbeing benefits including skin and health checks, and flu vaccinationsAccess to a wide range of salary packaging optionsAccess to a wide range of learning and development opportunities, including reimbursement for qualified membership or subscriptionHybrid and flexible working arrangements, dependent on roleReimbursement for work from home equipmentAbout Banking and Financial ServicesBanking 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 InclusionWe are committed to providing a working environment that embraces diversity, equity, and inclusion.
We encourage people from all backgrounds to apply for a role regardless of their identity, including gender, race, ethnicity, cultural identity, nationality, age, sexual orientation, gender identity, intersex status, marital or family status, neurodiversity, religion or belief, disabilities, or socio-economic background.If you require adjustments to your working arrangements or the recruitment process, please let us know when applying.
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📌 Client Service Consultant | Wealth
🏢 Macquarie Group
📍 Adelaide

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