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Wealth Client Service Consultant

Macquarie Group - Australia,

Banking & Finance
Source: uWorkin


Do you have client service experience in Wealth Management or related products? Are you passionate about delivering an exceptional client experience? Do you thrive in a fast-paced environment? If so, read on…

Our Wealth Client Experience team supports advisers and clients across Australia regarding our Wealth Management products, including Cash Management Accounts, Self Managed Super Funds, Term Deposits, Online Trading Accounts and our Wrap platform. Due to internal promotions we are looking for experienced client services professionals to join us.

This is a fast-paced, structured contact centre environment where you will respond to queries from financial advisers and private clients in relation to their accounts. You will draw on your problem solving skills and prior knowledge of the industry to assist clients and provide them with the level of service they have come to expect from the Macquarie brand.

If you are looking for an opportunity to deepen your industry experience with a leading brand, this could be the opportunity you are looking for.

To be successful you will need to demonstrate previous experience in a similar role, within the Wealth Management industry. You might be in a contact centre for another large corporate, or you could be supporting an Adviser or Advisers in a boutique practice. Either way, your excellent communication and analytical skills, as well as your ability to learn new systems, will be key to your success in this role. You will have a natural ability to engage with clients, understand the nature of their query and provide appropriate solutions.

This role will be a work from home role under our Work Where It Works initiative. As we are a national team, we are open to applications from candidates across Australia, however if you are located outside a capital city this would be an ongoing work from home opportunity.

Banking and Financial Services comprises our retail banking and financial services businesses. The group operates predominantly in Australia and is organised into four business divisions: Personal Banking, Wealth Management, Business Banking and Macquarie Leasing. We provide personal banking, wealth management, business banking and vehicle and equipment leasing products and services to retail customers, advisers, brokers, dealer groups and businesses.

Find out more about Macquarie careers at

Our commitment to Diversity and Inclusion

The diversity of our people is one of our greatest strengths, and in combination with our inclusive environment, it enables us to deliver innovative and sustainable outcomes for our people, clients, shareholders and communities. From day one, you'll be encouraged to be yourself and supported to perform at your best. If our purpose of 'empowering people to innovate and invest for a better future' is as inspiring to you as it is to us, please apply. With the right technology, support and resources, our people can work in a range of flexible ways.

We are committed to providing a working environment that embraces and values diversity and inclusion. We encourage candidates to speak with a member of our recruitment team if you require adjustments to our recruitment process to support you, and the type of working arrangements that would help you thrive.

About Macquarie

A career at Macquarie means you'll have the opportunity to develop and utilise new skills, explore interesting fields and do challenging work that will impact the lives of people around the world-whether it's accelerating the green energy transition, helping sustain global food supplies, financing social housing projects or investing in essential infrastructure. At Macquarie, we're empowering people to innovate and invest for a better future.

Our size and international presence means your work can take you anywhere-across business groups, disciplines, sectors and borders. With 16,300+ employees and offices in 31 markets around the world, we're a truly global organisation.

You'll be supported by a diverse team where the unique perspectives, ideas and experiences that all of our people bring are valued. You'll be empowered to address unmet needs in our communities whilst advising and investing alongside our clients and partners. Working with us, you'll have the opportunity to make a difference.

Macquarie is a global financial group providing clients with asset management, retail and business banking, wealth management, leasing and asset financing, market access, commodity trading, renewables development, investment banking and principal investment.

Find out more at

Job no: BFS-954402
Work type: Full time
Location: Adelaide, Brisbane, Canberra, Melbourne, Perth, Sydney
Category: Junior, Customer Service
Group: Banking and Financial Services
Division: People, Culture & Client Exp
Recruiter: Sarah Vile
Opening Date: 31/3/2021

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Multiple locations

Enjoy work - life balance and play a key role in providing an exceptional customer experience for our Wealth product clients. Financial services background essential.

Current opportunities

Multiple locations

Enjoy work - life balance and play a key role in providing an exceptional customer experience for our Wealth product clients. Financial services background essential.



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