Macquarie Group23 followers1 job

Client Service Consultant

JuniorMid levelFull-timeHybridBrisbane QLD, AustraliaFinanceCustomer servicePosted 1 day ago
Pending fitX of Y criteria met

About the job

As a Client Service Consultant in our Wealth division, you will connect with clients and Financial Advisors, helping to resolve issues quickly and with empathy. Your work will make a real impact as you assist in delivering financial products and services. Join a friendly and supportive team where everyone contributes ideas and drives outcomes.

You'll be responsible for

📞

Communicating with Financial Advisors

Working alongside and communicating with Financial Advisors to assist with delivery of financial products and services
💬

Managing communication

Utilising advanced systems to manage communication via live chat and phone call
⚠️

Identifying and escalating issues

Identifying and escalating issues to supervisors while looking for opportunities to enhance best practice guides

Key criteria

💼

1+ years in wealth management

Experience in wealth management or related fields is essential.

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⌨️

High typing accuracy

Proven typing skills for effective communication via live chat.

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🧠

Critical thinking skills

Ability to navigate and resolve complex client issues.

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Meet the team

About the company

Think you're a good fit?See what the hiring team are looking for

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5 criteria for this job
1+ years in wealth management
Experience in wealth management or related fields is essential.

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High typing accuracy
Proven typing skills for effective communication via live chat.

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Critical thinking skills
Ability to navigate and resolve complex client issues.

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Excellent customer service skills
Empathy and timely resolution of client queries.

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Contact centre experience
Experience working in a contact centre environment is preferred.

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