Client Service Consultant | Wealth
vor 3 Wochen
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. 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 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 elevate issues to supervisors, look for opportunities to enhance our best practice guides, and direct queries to the appropriate support teams. What you offer 1 year+ 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 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. What we offer 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 professional membership or subscription Hybrid and flexible working arrangements, dependent on role Reimbursement for work from home equipment About the 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 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. #J-18808-Ljbffr
-
Client Service Consultant
vor 2 Wochen
Council of the City of Sydney, Österreich Macquarie Group VollzeitGet AI-powered advice on this job and more exclusive features. 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...
-
Wealth Client Service Consultant — Hybrid Work
vor 3 Wochen
City of Melbourne, Österreich Macquarie Group VollzeitA leading financial services company is seeking a Client Service Consultant to join its Wealth division in Melbourne. In this role, you will assist Financial Advisors and resolve client issues through effective communication. Candidates should have experience in wealth management and excellent customer service skills. The position offers flexible working...
-
Wealth Client Service Consultant | Hybrid Roles
vor 2 Wochen
Council of the City of Sydney, Österreich Macquarie Group VollzeitA leading financial services provider is seeking a Client Service Consultant in Sydney to join their Wealth division. The role involves supporting clients and Financial Advisors, resolving issues with empathy. Candidates should have 1+ years of experience in wealth management or related fields, possess high typing accuracy, and demonstrate critical thinking...
-
Private Wealth Support Consultant
vor 11 Stunden
City of Melbourne, Österreich Netwealth - See Wealth Differently (ASX:NWL) VollzeitJoin to apply for the Consultant - Private Wealth Support role at Netwealth - See Wealth Differently (ASX:NWL) About Netwealth Netwealth is more than a company; it is a catalyst for change, inspiring a new perspective on wealth and a brighter future for everyone involved. Our innovative and award‑winning wealth management platform reflects our commitment...
-
Wealth Planning Associate Adviser – Client-Focused
vor 2 Wochen
City of Brisbane, Österreich VISIS Private Wealth VollzeitA wealth management firm in Brisbane seeks an enthusiastic Associate Adviser to provide comprehensive advice and service to clients. You will be mentored by a successful Financial Adviser and play a key role in developing financial plans, analyzing client needs, and implementing wealth management strategies. The ideal candidate has 2 years of experience in a...
-
Private Wealth Concierge
vor 3 Wochen
City of Melbourne, Österreich Netwealth VollzeitA financial services firm in Melbourne is seeking a Private Wealth Consultant to deliver exceptional service to high-net-worth clients. You will manage multi-channel inquiries and provide clear guidance on complex financial concepts. Ideal candidates have 2+ years in wealth management, exceptional communication skills, and a strong understanding of financial...
-
Private Wealth Concierge: Client Experience Lead
vor 3 Wochen
City of Melbourne, Österreich Netwealth Investments VollzeitA financial services company is looking for a Private Wealth Consultant to provide exceptional service to high-net-worth clients across various channels. The role involves managing complex inquiries and collaborating with internal teams to ensure a seamless experience. Strong experience in wealth management and exceptional communication skills are essential....
-
Wealth Management
vor 3 Wochen
City of Melbourne, Österreich Anton Murray Consulting VollzeitWealth Management - Client Service Manager Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Manager in Melbourne on an initial 12-month contract . Seeking candidates with 3 + years equity markets client services, dealers assistants, assistant advisers experience etc. Key responsibilities...
-
Wealth Management
vor 3 Wochen
City of Melbourne, Österreich Anton Murray Consulting VollzeitMelbourne Wealth Management Contract or Temporary Our client is a leading global wealth management firm seeking an experienced equity markets focussed Client Services Associate inMelbourne on an initial12-month contract . Key responsibilities include: Facilitation of all administrative client queries Client on-boarding, including preparation of account...
-
Client Service Officer
vor 3 Wochen
Gold Coast City, Österreich Atlas Wealth Management VollzeitAtlas Wealth Management is an award-winning financial planning firm specialising in advice for Australians living and working overseas. With over 14 years of experience and our own Australian Financial Services Licence (AFSL), we support clients in more than 50 countries, from tech professionals in Silicon Valley to legal experts in London. Due to continued...
