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Client Service Consultant - Wealth

ExperiencedNo visa sponsorship
Macquarie logo

at Macquarie

Investment Banking

Posted 5 days ago

No clicks

**Client Service Consultant - Wealth (22288)** Manage client interactions, resolve issues promptly, and collaborate with financial advisors as a Client Service Consultant in Macquarie's Wealth division. Utilize advanced systems for communication via live chat and phone. Leverage critical thinking skills, accuracy, and empathy to provide solutions. Requires 1+ years of relevant experience. Join a diverse, supportive team offering competitive benefits and flexible hybrid work.

Compensation
Not specified

Currency: Not specified

City
Melbourne, Sydney
Country
Australia

Full Job Description

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  • Featured jobs

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Client Service Consultant - Wealth

Additional office locations
Melbourne, Sydney
Job ID
22288
Date
19-May-2026
Permanent - Full time, Junior
Job category
Retail Banking, Wealth Management
Apply now
Share
  • Email
Join our specialist Wealth division that offers market-leading integrated wealth solutions for advisers and their clients. As a Client Service Consultant, youll 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. Youll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.

What role will you play?

Press space or enter keys to toggle section visibility

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

Press space or enter keys to toggle section visibility

  • 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.
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

Press space or enter keys to toggle section visibility

At Macquarie, youre empowered to shape a career thats rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

  • 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 Banking and Financial Services

Press space or enter keys to toggle section visibility

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 thats buying a home, growing a business or investing to manage wealth.

Our commitment to diversity, equity and inclusion

Press space or enter keys to toggle section visibility

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.

Client Service Consultant - Wealth

Compensation

Not specified

City: Melbourne, Sydney

Country: Australia

Macquarie logo
Investment Banking

5 days ago

No clicks

at Macquarie

ExperiencedNo visa sponsorship

**Client Service Consultant - Wealth (22288)** Manage client interactions, resolve issues promptly, and collaborate with financial advisors as a Client Service Consultant in Macquarie's Wealth division. Utilize advanced systems for communication via live chat and phone. Leverage critical thinking skills, accuracy, and empathy to provide solutions. Requires 1+ years of relevant experience. Join a diverse, supportive team offering competitive benefits and flexible hybrid work.

Full Job Description

  • Jobs

  • Featured jobs

  • Back to search

Client Service Consultant - Wealth

Additional office locations
Melbourne, Sydney
Job ID
22288
Date
19-May-2026
Permanent - Full time, Junior
Job category
Retail Banking, Wealth Management
Apply now
Share
  • Email
Join our specialist Wealth division that offers market-leading integrated wealth solutions for advisers and their clients. As a Client Service Consultant, youll 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. Youll be part of a friendly and supportive team where everyone - no matter what role - contributes ideas and drives outcomes.

What role will you play?

Press space or enter keys to toggle section visibility

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

Press space or enter keys to toggle section visibility

  • 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.
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

Press space or enter keys to toggle section visibility

At Macquarie, youre empowered to shape a career thats rewarding in all the ways that matter most to you. Macquarie employees can access a wide range of benefits which, depending on employment type, include:

  • 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 Banking and Financial Services

Press space or enter keys to toggle section visibility

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 thats buying a home, growing a business or investing to manage wealth.

Our commitment to diversity, equity and inclusion

Press space or enter keys to toggle section visibility

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.